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• Catherine Miller | Financial Consultant in TX | Charles Schwab

  Catherine Miller is a Financial Consultant at Charles Schwab serving Southlake, TX. Request an appointment or contact us today to speak with a financial consultant.

• Joshua Demedeiros | Financial Consultant in CA | Charles Schwab

  Joshua Demedeiros is a Financial Consultant at Charles Schwab serving Fresno, CA. Request an appointment or contact us today to speak with a financial consultant.

• Marcelo Castaneda | Financial Consultant in TX | Charles Schwab

  Marcelo Castaneda is a Financial Consultant at Charles Schwab serving Southlake, TX. Request an appointment or contact us today to speak with a financial consultant.

• Bond Laddering - Bond Strategy | Charles Schwab

  Bond ladders can help reduce portfolio risk and provide a steady income. Learn how they work, how they are built, and see how Schwab’s new tool can help.

• What's Ahead for China in 2025? | Charles Schwab

  Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

• Trader Status & 475 Mark-to-Market | Charles Schwab

  Learn unique tax considerations that impact traders, including potentially qualifying for special taxes deductions under the Trader Status or making the 475 Mark-to-Market election.

• Frequently Asked Questions from Investors | Charles Schwab

  Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.

• What Is Direct Indexing? | Charles Schwab

  Wondering what is direct indexing and is it right for you? Learn more about the features of direct indexing to see if it fits your investing objectives.

• Understanding Futures Margin | Charles Schwab

  Learn how changes in futures prices affect margin and your account.

• Celebrating 50 Years of Innovation | Charles Schwab

  Since its founding in 1973, Charles Schwab has helped pioneer market access, lower fees, financial literacy, and more. Here's an up-to-the-minute guide to our initiatives and offerings.