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• Before the Rate Cut, Our View of the Markets | Charles Schwab

  Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

• Nick Calvi | Financial Consultant in WA | Charles Schwab

  Nick Calvi is a Financial Consultant at Charles Schwab serving Tacoma, WA. Request an appointment or contact us today to speak with a financial consultant.

• 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.

• Mark-Vincent Castro Morales | Financial Consultant in NC | Charles Schwab

  Mark-Vincent Castro Morales is a Financial Consultant at Charles Schwab serving Cary, NC. Request an appointment or contact us today to speak with a financial consultant.

• Rick Groff | Financial Consultant in GA | Charles Schwab

  Rick Groff is a Financial Consultant at Charles Schwab serving Sandy Springs, GA. Request an appointment or contact us today to speak with a financial consultant.

• Should You Pay Off a Mortgage Before You Retire? | Charles Schwab

  Whether it makes financial sense to pay off your mortgage before you retire depends on your individual situation. Here are some things to consider.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• Power of Long-Term Compound Interest Investments | Charles Schwab

  Compound interest investments can potentially drive returns over a long period, but there are a few things to consider. Here's what to know.

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.