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• Zach Newberg | Financial Consultant in IA | Charles Schwab

  Zach Newberg is a Financial Consultant at Charles Schwab serving West Des Moines, IA. Request an appointment or contact us today to speak with a financial consultant.

• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Where Should You Hold Your Cash? | Charles Schwab

  Yields on cash investments are higher than they've been in decades. The smartest place to keep your cash depends on how you plan to use it. Learn more.

• What are Stock Appreciation Rights (SARs)? | Charles Schwab | Charles Schwab

  Learn about stock appreciation rights (SARs), including how they work, how to participate, and how this form of equity compensation may impact your taxes.

• Micro E-Mini Futures in Earnings Season | Charles Schwab

  Learn the basics of Micro E-mini futures and how they can potentially help retail traders and investors gain flexibility during earnings season.

• RSU Taxes and PSU Taxes: A Guide | Charles Schwab

  Learn how restricted stocks and performance stocks are taxed when they vest and when they're sold, and what documents you'll need when filing in the U.S.

• Sector ETFs | Charles Schwab

  Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.

• thinkorswim Download | Charles Schwab

  Analyze, strategize, and trade like never before when you open an account with Charles Schwab and download the powerful thinkorswim platforms.

• Kent Rudisill | Financial Consultant in OR | Charles Schwab

  Kent Rudisill is a Financial Consultant at Charles Schwab serving Portland, OR. Request an appointment or contact us today to speak with a financial consultant.

• Robert Munley | Financial Consultant in NY | Charles Schwab

  Robert Munley 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.