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• Joseph Piescik | Financial Consultant in NC | Charles Schwab

  Joseph Piescik is a Financial Consultant at Charles Schwab serving Chapel Hill, NC. Request an appointment or contact us today to speak with a financial consultant.

• Trading a Smaller Account | 1-27-25 | Charles Schwab

  We demonstrated how to calculate the net gain & the return on risk on a short put vertical example trade that had hit the exit target that had been set when the trade was placed.

• 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.

• Protective Put: Understanding the Strategy | Charles Schwab

  Protective puts are one way to hedge stocks against a large price drop. Learn why factors like time decay and volatility should be considered for this strategy.

• Gamma in Options: Learn How It Works | Charles Schwab

  Understanding options gamma can help traders better manage their stock options positions. Learn how options gamma works and three ways to manage gamma risk.

• The New Magnificent Seven? | Charles Schwab

  We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.

• Are Digital Payments a Safer Way to Pay? | Charles Schwab

  Digital payments boast security features that go above and beyond traditional payment methods. Compare common digital payment types and how safe they are.

• Top of Mind: With Guests John Farrell & Manasvini Singh | Charles Schwab

  Why do we weigh recent events so heavily? And how does this tendency impact important decisions, like whom to vote for or how to conduct medical procedures?

• When Can Direct Indexing Make Sense for Your Portfolio? | Charles Schwab

  How does direct indexing work?

• Midyear Outlook: Equities, International & Washington | Charles Schwab

  What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?