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• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.

• Unwrap a New Approach to Holiday Spending | Charles Schwab

  Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

• Fixed Indexed Annuities in Your Portfolio | Charles Schwab

  A fixed indexed annuity can offer those in or near retirement a balance of security and potential growth. Learn about what they are and how they work.

• Patrick Vaught | Financial Consultant in OK | Charles Schwab

  Patrick Vaught is a Financial Consultant at Charles Schwab serving Tulsa, OK. Request an appointment or contact us today to speak with a financial consultant.

• Kristen Waggoner-Lierly | Financial Consultant in OK | Charles Schwab

  Kristen Waggoner-Lierly is a Financial Consultant at Charles Schwab serving Tulsa, OK. Request an appointment or contact us today to speak with a financial consultant.

• Phil DeCandido | Financial Consultant in NY | Charles Schwab

  Phil DeCandido 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.

• Gabriela Reyes | Financial Consultant in NY | Charles Schwab

  Gabriela Reyes 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.

• Futures | Charles Schwab Futures and Forex

  Whether you're new to futures or a seasoned pro, Schwab offers you the specialized tools, education, and support to trade futures with confidence.

• Ernest J. Martinez | Financial Consultant in TX | Charles Schwab

  Ernest J. Martinez is a Financial Consultant at Charles Schwab serving San Antonio, TX. Request an appointment or contact us today to speak with a financial consultant.

• Joshua A. Buckamneer | Financial Consultant in OK | Charles Schwab

  Joshua A. Buckamneer is a Financial Consultant at Charles Schwab serving Tulsa, OK. Request an appointment or contact us today to speak with a financial consultant.