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• 6 Key Roles to Include in an Estate Plan | Charles Schwab

  Naming people you trust to fill important roles, including executor and power of attorney, is essential to an estate plan. Learn whom to include and why.

• Stock Analysis Using the P/E Ratio | Charles Schwab

  Find out what traders should look for and look out for with the price-to-earnings ratio (P/E ratio).

• Are You Up for the No-Spend Challenge? | Charles Schwab

  The no-spend challenge has gone viral with Millennials and Gen Z, but it could work for anyone who wants to take control of their money. Consider trying it for 30 days.

• Schwab Stock Slices S&P 500 list | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• US vs International Returns | Charles Schwab

  International equities vs. U.S. equities: outperformance rotates over time.

• Fractional Shares | Invest in Stock Slices | Charles Schwab

  Schwab Stock Slices™ is an easy way to buy fractional shares for a set dollar cost. You can buy shares from up to ten S&P 500® companies for $5 each.

• Schwab Futures and Forex daily Forex obligation May 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Schwab Futures and Forex daily segregated requirements June 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Money Talk | Charles Schwab

  Where personal finance gets personal

• Eli Pao | Financial Consultant in CA | Charles Schwab

  Eli Pao is a Financial Consultant at Charles Schwab serving Soquel, CA. Request an appointment or contact us today to speak with a financial consultant.