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• Scott Jensen | Financial Consultant in NJ | Charles Schwab

  Scott Jensen is a Financial Consultant at Charles Schwab serving Millburn, NJ. Request an appointment or contact us today to speak with a financial consultant.

• Laura Strott | Financial Consultant in MD | Charles Schwab

  Laura Strott is a Financial Consultant at Charles Schwab serving Columbia, MD. Request an appointment or contact us today to speak with a financial consultant.

• Andrew Peter | Financial Consultant in OH | Charles Schwab

  Andrew Peter is a Financial Consultant at Charles Schwab serving Cincinnati, OH. Request an appointment or contact us today to speak with a financial consultant.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• Market Snapshot | July 2025 | Charles Schwab

  Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

• Retirement Planning for Empty Nesters | Charles Schwab

  After years of focusing on your kids, it's time to focus on yourself. Read more about planning for your next big milestone—retirement—as an empty nester.

• How to File a Corrected 1099 | Charles Schwab

  Sometimes income from an investment is recharacterized from a tax perspective after it was distributed to you. Here's what happens next.

• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.