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• Accounts Overview – Investing Goals | Charles Schwab

  Schwab makes it easy to choose the right account for your financial goals. Learn about investment and savings accounts we offer and find the right fit for you.

• How To Evaluate Dividend Stocks | Charles Schwab

  Don't be blinded by a dividend's yield. We'll show you other metrics you might use to evaluate income stocks.

• How to Plan for Estate Tax Uncertainties | Charles Schwab

  It's important to protect your heirs from estate tax uncertainties. Explore three types of trust that may help guard against future estate tax changes.

• Joe Woods | Financial Consultant in AZ | Charles Schwab

  Joe Woods is a Financial Consultant at Charles Schwab serving Peoria, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Carter Baker | Financial Consultant in TX | Charles Schwab

  Carter Baker is a Financial Consultant at Charles Schwab serving The Woodlands, TX. Request an appointment or contact us today to speak with a financial consultant.

• Using the Sortino Ratio to Gauge Downside Risk | Charles Schwab

  The Sortino ratio focuses only on the downside risk of a portfolio, which is what short-term investors may want if they've got a short-term goal. The higher the Sortino ratio, the better the risk-adjusted return.

• Ari Ohayon | Financial Consultant in CA | Charles Schwab

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

• Roy Chavez | Financial Consultant in AZ | Charles Schwab

  Roy Chavez is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Technical Indicators: 3 Trading Traps to Avoid | Charles Schwab

  A stock's price patterns can help identify entry and exit points, but don't be misled. Learn three common technical trading traps and how to avoid them.

• Ben Gongora | Financial Consultant in CA | Charles Schwab

  Ben Gongora is a Financial Consultant at Charles Schwab serving Napa, CA. Request an appointment or contact us today to speak with a financial consultant.