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• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements.

• How to Combine 401ks & Retirement Accounts | Charles Schwab

  Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.

• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

• Investing in Mutual Funds | Charles Schwab

  Find out what mutual funds are and how they may benefit your financial goals. Use resources from Schwab to start investing in mutual funds today.

• Kyle P. Bredice | Financial Consultant in MA | Charles Schwab

  Kyle P. Bredice is a Financial Consultant at Charles Schwab serving Burlington, MA. 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.

• Zach Newberg | Financial Consultant in IA | Charles Schwab

  Zach Newberg is a Financial Consultant at Charles Schwab serving West Des Moines, IA. Request an appointment or contact us today to speak with a financial consultant.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• Fraudsters targeting investors over social media | Charles Schwab

  Bad actors are sending false information to investors in a pump and dump scheme. Learn about the tactics and warning signs to better protect yourself.

• Understanding the Gamma Squeeze | Charles Schwab

  Learn how a gamma squeeze combines retail call buying, a rally in the stock, and stock buying via market makers to hedge exposure, forcing the stock price up.