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• Jordan Kirk | Financial Consultant in WA | Charles Schwab

  Jordan Kirk is a Financial Consultant at Charles Schwab serving Lynnwood, WA. Request an appointment or contact us today to speak with a financial consultant.

• Jeffrey S. Bowden | Financial Consultant in CA | Charles Schwab

  Jeffrey S. Bowden is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world.

• Ashley Cosio | Financial Consultant in CA | Charles Schwab

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

• Trajon Moore | Financial Consultant in DC | Charles Schwab

  Trajon Moore is a Financial Consultant at Charles Schwab serving Washington, DC. Request an appointment or contact us today to speak with a financial consultant.

• Trading and Social Media | Charles Schwab

  Social media is full of trading tips—but should you listen? Learn three ways you can incorporate social media as a trading resource.

• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• A Future Uncertain: Recession Coming? | Charles Schwab

  Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.