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• How to Navigate OTC Trading | Charles Schwab

  OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.

• Exchange-Traded Notes: The Facts and the Risks | Charles Schwab

  Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

• 6 Ways to Get Started With thinkorswim® | Charles Schwab

  Schwab's trading specialists share their top tips for getting started with the thinkorswim trading platform. Discover six thinkorswim features you should consider.

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• Limitations and Conflicts | Charles Schwab

  Your brokerage relationship - material limitations and conflicts of interest.

• The Covered Call Options Strategy | Charles Schwab

  Learn how a covered call options strategy can potentially help you make money if the stock price doesn't move. Consider the risks and benefits of the strategy.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• Jeff Eisenbud | Financial Consultant in VA | Charles Schwab

  Jeff Eisenbud is a Financial Consultant at Charles Schwab serving Alexandria, VA. Request an appointment or contact us today to speak with a financial consultant.

• Ashley Hamman | Financial Consultant in CA | Charles Schwab

  Ashley Hamman is a Financial Consultant at Charles Schwab serving Los Angeles, CA. Request an appointment or contact us today to speak with a financial consultant.