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• What Is the Treasury Yield Curve? | Charles Schwab

  The Treasury yield curve is an important economic indicator that, depending on its shape, can signal changes in market expectations and provide economic insight.

• Experienced Team - Wealth Management | Charles Schwab

  Schwab's experienced wealth management team and your Financial Consultant help you to make informed decisions about your wealth. Call us to discuss your advice needs.

• Schwab Advisor Network - Local Investment Advisors | Charles Schwab

  Let Schwab refer you to a local independent investment advisor through Schwab Advisor Network. Experienced advisors can offer you specialized guidance for your wealth management needs.

• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Investing Basics: Options | Charles Schwab

  Options are an alternative way to speculate on the performance of a security, such as a stock or ETF. Learn how options work and the risks associated with trading options.

• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.

• Schwab Wealth Advisory Sample Scenarios | Charles Schwab

  Explore Schwab Wealth Advisory sample use case scenarios to see how we can help you achieve your financial goals.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• How to Buy Bonds: A 3-Step Guide | Charles Schwab

  Wondering how to buy bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond.

• Dan Marsh | Financial Consultant in NJ | Charles Schwab

  Dan Marsh is a Financial Consultant at Charles Schwab serving Morristown, NJ. Request an appointment or contact us today to speak with a financial consultant.