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• Joe Northern | Financial Consultant in TX | Charles Schwab

  Joe Northern is a Financial Consultant at Charles Schwab serving Fort Worth, TX. Request an appointment or contact us today to speak with a financial consultant.

• Steven Smith, MBA | Financial Consultant in TX | Charles Schwab

  Steven Smith, MBA is a Financial Consultant at Charles Schwab serving San Antonio, TX. Request an appointment or contact us today to speak with a financial consultant.

• Kolby Gaston | Financial Consultant in WA | Charles Schwab

  Kolby Gaston is a Financial Consultant at Charles Schwab serving Bellevue, WA. Request an appointment or contact us today to speak with a financial consultant.

• Kevin Yeiser | Financial Consultant in TX | Charles Schwab

  Kevin Yeiser is a Financial Consultant at Charles Schwab serving Georgetown, TX. Request an appointment or contact us today to speak with a financial consultant.

• 4 Ways to Trade Currency Pairs | Charles Schwab

  Learn the basics of currency trading and four common strategies that look to take advantage of different market conditions or potential trends.

• 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.

• 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.

• 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.

• 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.