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• Asset Allocation | Charles Schwab

  Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.

• 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.

• Richard Dominguez | Financial Consultant in WA | Charles Schwab

  Richard Dominguez is a Financial Consultant at Charles Schwab serving Seattle, WA. Request an appointment or contact us today to speak with a financial consultant.

• Jeremy Livingston | Financial Consultant in NE | Charles Schwab

  Jeremy Livingston is a Financial Consultant at Charles Schwab serving Omaha, NE. Request an appointment or contact us today to speak with a financial consultant.

• Schwab Truckee Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Truckee, CA independent branch. Contact or visit us today.

• Schwab Corona Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Corona, CA independent branch. Contact or visit us today.

• Durable Power of Attorney For Pennsylvania Only

  APP114024PA-01-01

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Charitable Giving | Charles Schwab

  Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.

• 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.