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• Patrick Bentivegna | Financial Consultant in CA | Charles Schwab

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

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One? | Charles Schwab

  How did one woman honor her twin sister through a charitable gift?

• How to Stay on Top of Your Retirement Savings | Charles Schwab

  Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

• Christopher A. Bygrave | Financial Consultant in NY | Charles Schwab

  Christopher A. Bygrave is a Financial Consultant at Charles Schwab serving New York City, NY. Request an appointment or contact us today to speak with a financial consultant.

• The Ins and Outs of RSA Taxes and 83(b) Elections | Charles Schwab

  An 83(b) election allows you to pay tax on the value of restricted stock awards (RSAs) at grant time rather than vest time. Learn more about 83(b) elections.

• David Rosensweet | Financial Consultant in NY | Charles Schwab

  David Rosensweet is a Financial Consultant at Charles Schwab serving New York City, NY. Request an appointment or contact us today to speak with a financial consultant.

• Earnings Avalanche Ahead, but First Comes Powell | Charles Schwab

  Fed Chairman Powell speaks early but isn't expected to discuss rate policy. After that come results from defense and consumer firms, with chip giant Texas Instruments later.