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• Richard St. John Medina | Financial Consultant in CA | Charles Schwab

  Richard St. John Medina is a Financial Consultant at Charles Schwab serving Seal Beach, CA. Request an appointment or contact us today to speak with a financial consultant.

• How to Use Moving Averages for Stock Trading | Charles Schwab

  Learn how to use a simple moving average to confirm established trends, along with the pros and cons of applying it to different time frames.

• IPO Investments: What You Need to Know | Charles Schwab

  Thinking about investing in an IPO? Review these IPO basics to find out how IPO investments work and important considerations when investing in IPOs.

• Special Needs Trusts: What to Know | Charles Schwab

  Special needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support.

• Use Support and Resistance to Read Stock Charts | Charles Schwab

  Learn what causes support and resistance levels and how you can use these levels in your trading.

• Investing Basics: Planning for Retirement | Charles Schwab

  Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• Guide to Asset Classes & ETFs | Charles Schwab

  View the Schwab Intelligent Portfolios Guide on Asset Classes.

• Investing Basics: Fundamental Analysis | Charles Schwab

  When deciding which stocks to buy, investors don't just guess. Learn how to use financial statements to decide if a stock is a good investment.