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• Top of Mind: With Guests John Farrell & Manasvini Singh | Charles Schwab

  Why do we weigh recent events so heavily? And how does this tendency impact important decisions, like whom to vote for or how to conduct medical procedures?

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Schwab The Villages Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's The Villages, FL branch. Contact or visit us today.

• Schwab Dawsonville Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Dawsonville, GA independent branch. Contact or visit us today.

• Schwab Augusta GA Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Augusta, GA independent branch. Contact or visit us today.

• Schwab Edina - Galleria Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Edina, MN branch. Contact or visit us today.

• Schwab Eden Prairie Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Eden Prairie, MN independent branch. Contact or visit us today.

• Schwab Columbia - Northeast Columbia Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Columbia, SC independent branch. Contact or visit us today.

• Schwab Columbia, MD - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Columbia, MD branch. Request an appointment on Schwab.com