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• 6 Ways to Save Money When Traveling Abroad | Charles Schwab

  Don't let unnecessary expenses eat into your vacation budget.

• Q1 Tech Earnings Preview: Tariffs Chip Confidence | Charles Schwab

  Major tech firms like Apple and Microsoft may face questions about how tariffs impact affected Q1 results, with strength seen as pre-tariff demand.

• Beyond Nvidia: How the AI Picture Could Evolve for Investors | Charles Schwab

  Almost every industry could ultimately incorporate AI, leaving a puzzle for investors seeking exposure. Using the internet as an example may provide some breadcrumbs.

• The Tax-Planning Life Cycle | Charles Schwab

  Certain tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey.

• 6 Must-Ask Questions: Roth IRA Withdrawals | Charles Schwab

  Putting money away for retirement is critical, but it's just as important to understand the rules for withdrawals. Learn about withdrawals, RMDs, and more.

• Floating-Rate Notes: 4 Key Considerations | Charles Schwab

  Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• Jonathan Rodriguez | Financial Consultant in TX | Charles Schwab

  Jonathan Rodriguez is a Financial Consultant at Charles Schwab serving The Woodlands, TX. Request an appointment or contact us today to speak with a financial consultant.

• Weak Dollar Is No Silver Lining as Firms Face Tariffs | Charles Schwab

  The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

• Trade Life Cycles: Entry & Exit Strategies | Charles Schwab

  The trade life cycle process can help traders pursue their trading goals. Learn about trade entry and exit strategies and how this knowledge can help investors.