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Floating-Rate Notes: 4 Key Considerations | Charles Schwab
Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.
information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified...
Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab
Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.
Tax-Smart Ways to Gift Stock | Charles Schwab
Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.
Cristopher Llopiz Osorio | Financial Consultant in RI | Charles Schwab
Cristopher Llopiz Osorio is a Financial Consultant at Charles Schwab serving Providence, RI. Request an appointment or contact us today to speak with a financial consultant.
Using Chart Divergences to Make Trading Decisions | Charles Schwab
When technical indicators that normally correlate instead move apart, known as chart divergences, it can be a signal to potentially adjust a trading strategy.
Registered Index-Linked Annuities | Charles Schwab
A Schwab registered index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns.
As Rate Cuts Loom, Stock Buybacks May Continue | Charles Schwab
Stock buybacks help companies return cash to shareholders, reduce the base for earnings per share calculations, and may signal good news about growth.
Investing in Business Development Companies | Charles Schwab
Business development companies are known for attractive yields—but are they worth the risks? Learn the reasons why BDCs should be approached with caution.