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• Brian E Williams | Financial Consultant in TN | Charles Schwab

  Brian E Williams is a Financial Consultant at Charles Schwab serving Germantown, TN. Request an appointment or contact us today to speak with a financial consultant.

• David Devincenzi | Financial Consultant in CA | Charles Schwab

  David Devincenzi is a Financial Consultant at Charles Schwab serving Santa Rosa, CA. Request an appointment or contact us today to speak with a financial consultant.

• How to Avoid Capital Gains Tax on Home Sale | Charles Schwab

  Record-high home prices could mean outsized capital gains taxes on home sales. Learn how to manage your cost basis to keep your tax liability as low as possible.

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• What Happens When Companies Report Earnings | Charles Schwab

  Don't be in the dark during earnings season. Watch this video to understand what an earnings report can tell you about a company's financial condition.

• Too Much Cash? Tips for Reinvesting Money | Charles Schwab

  When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing.

• How to Invest in REITs | Charles Schwab

  A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs.

• Andrea Stephenson | Financial Consultant in FL | Charles Schwab

  Andrea Stephenson is a Financial Consultant at Charles Schwab serving Sarasota, FL. Request an appointment or contact us today to speak with a financial consultant.

• Joshua Van Wagenen | Financial Consultant in CO | Charles Schwab

  Joshua Van Wagenen is a Financial Consultant at Charles Schwab serving Lone Tree, CO. Request an appointment or contact us today to speak with a financial consultant.

• Trustee vs. Beneficiary: 3 Ways to Reduce Conflict | Charles Schwab

  Conflicts between beneficiaries and trustees could lead to a legal battle. Learn three ways to help keep the peace when setting up a trust.