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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.
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.
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.
What Should Your Advisor Know About You? | Charles Schwab
How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.
Managing Taxes in Retirement | Charles Schwab
As you approach and enter your golden years, calculating your tax obligations could be tricky.
What is Alternative Minimum Tax (AMT) and How Does It Work | Charles Schwab
Alternative minimum tax (AMT) applies only to some taxpayers. What is the AMT and how does it work? Learn who might be affected by the AMT and what triggers it.
What are Covered Calls & How Do They Work? | Charles Schwab
What is a covered call and how does it work? Learn how covered calls could help you potentially earn income from stocks you own and more.