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Jeff Roman | Financial Consultant in CA | Charles Schwab
Jeff Roman is a Financial Consultant at Charles Schwab serving Napa, CA. Request an appointment or contact us today to speak with a financial consultant.
Angel Wang | Financial Consultant in CA | Charles Schwab
Angel Wang is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.
Using Bond Ladders for Income | Charles Schwab
Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.
Celebrating 50 Years of Innovation | Charles Schwab
Since its founding in 1973, Charles Schwab has helped pioneer market access, lower fees, financial literacy, and more. Here's an up-to-the-minute guide to our initiatives and offerings.
Global Investing | International Investing | Charles Schwab
Access Schwab's extensive capabilities for your global investing needs: equity trading in foreign markets, premium research, and professional support.
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.
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.
Investing Basics: Bonds | Charles Schwab
Watch to learn the basics of bonds and how investors might use them to preserve capital and pursue extra income.
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.
Frequently Asked Questions - Asset Transfer | Charles Schwab
In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.