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• When Can Direct Indexing Make Sense for Your Portfolio? | Charles Schwab

  How does direct indexing work?

• 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.

• 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.

• The State of the Post-Pandemic Retail Market (With Matthew Shay) | Charles Schwab

  Matthew Shay, CEO of the National Retail Federation, breaks down the state of the retail market in the U.S.

• 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.

• Do You Need a Financial Advisor? | Charles Schwab

  A financial advisor can help you navigate the complex world of investing. But how do you know which advisor is right for you?

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• Understanding Futures Margin | Charles Schwab

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

• 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.

• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.