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• Small Business | Charles Schwab

  Understand how to choose which retirement plan fits your business, and money management tips for side gigs and freelance work.

• Cryptocurrency | Charles Schwab

  Get our take on digital currencies to help you figure out if they're right for you.

• Restricted Stock | Charles Schwab

  Learn about restricted stock units (RSUs) and restricted stock awards (RSAs), a form of equity compensation that awards shares of company stock.

• Risk Disclosure Statement for Forex | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment Management

• Why Trade Options at Schwab | Charles Schwab

  Get the best of options trading at Schwab. We provide competitive fees, intuitive tools and platforms, specialized support, options trading education, and more.

• Marcela Garcia | Financial Consultant in CA | Charles Schwab

  Marcela Garcia is a Financial Consultant at Charles Schwab serving Los Gatos, CA. Request an appointment or contact us today to speak with a financial consultant.

• Schwab's Market Perspective: On Firmer Ground? | Charles Schwab

  What to expect from the stock and bond markets? Here's Schwab's perspective.

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

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

  How does direct indexing work?

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.