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• Inflation Reduction Act Summary | Charles Schwab

  What's in Inflation Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you.

• Charting Seasonality in thinkorswim® desktop | Charles Schwab

  Identifying market or stock patterns can help inform trades. Learn how traders can use seasonality charts with thinkorswim® desktop.

• Reminiscences of a Strategist | Charles Schwab

  It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

• How to Trade Simple Moving Averages (SMAs) | Charles Schwab

  A simple moving average (SMA) can help traders identify when trends are established or broken. Here's how to employ simple moving averages in your own trading.

• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• Estate Planning for People With No Heirs | Charles Schwab

  Deciding who receives your money and property once you die is crucial to estate planning. Learn what to do with your estate when its inheritor isn't obvious.

• Why You Should Establish Trusted Contacts | Charles Schwab

  Learn how designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe.

• Juan R. Ortiz | Financial Consultant in CA | Charles Schwab

  Juan R. Ortiz is a Financial Consultant at Charles Schwab serving Brea, CA. Request an appointment or contact us today to speak with a financial consultant.

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world.