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• Mark Kizer | Financial Consultant in AZ | Charles Schwab

  Mark Kizer is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• How Does the SEC Names Rule Work? | Charles Schwab

  The U.S. Securities and Exchange Commission (SEC) mandates that funds must invest 80% in the asset indicated by their name. Learn more about the SEC Names Rule.

• Place a Single-Leg Options Trade | thinkorswim® | Charles Schwab

  Learn how to place single-leg options trades on thinkorswim®.

• Investing Basics: The Power of Compounding | Charles Schwab

  Compound interest can potentially help investments grow over time.

• Micro Futures | Charles Schwab Futures and Forex

  With a lower cost of entry and lower margin requirements, micro futures and micro E-mini futures could be an efficient way to diversify your portfolio.

• How to set up a recurring payment | Charles Schwab

• IPO & DPO Stocks: Types of New Issue Stocks | Charles Schwab

  What is an IPO? What is a direct public offering? Get answers about IPO stocks and direct listings with Schwab’s trading expertise.

• Tips for Inflation Protection | Charles Schwab

  Treasury Inflation-Protected Securities (TIPS) are U.S. Treasury bonds designed to keep up with the rate of inflation.

• SEP-IRA Employee Instructions | Charles Schwab

  Your employer has established a Schwab SEP-IRA retirement savings plan to help you meet your retirement goals.  Follow these instructions to open your SEP-IRA account.

• Protective Indexed Annuity II | Charles Schwab

  Protective Indexed Annuity II can help you create a strategy to protect your assets.