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• David Robertson | Financial Consultant in GA | Charles Schwab

  David Robertson is a Financial Consultant at Charles Schwab serving Dawsonville, GA. Request an appointment or contact us today to speak with a financial consultant.

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

• How to reinvest dividends | Charles Schwab

  Discover how to find equities that pay dividends and learn how you can reinvest them.

• Traveling? Medicare Might Not Cover You | Charles Schwab

  Does Medicare cover international travel? Discover three ways Medicare can fall short when traveling internationally—and how to fill health care gaps.

• Global Issues Abound: Should Investors Be Worried? | Charles Schwab

  There's no shortage of geopolitical concerns, but do they mean trouble for the U.S. and international markets? Where should investors look for opportunities?

• How Americans Define Wealth in 2025 | Charles Schwab

  How do we define wealth? It's about more than just money. Discover key insights about the meaning of wealth from Schwab's 2025 Modern Wealth Survey.

• Our Philosophy and What Matters in the Markets | Charles Schwab

  Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

• Roth IRA: What is a Roth IRA? | Charles Schwab

  Learn what a Roth IRA account is and how to open a Roth IRA with Schwab to take advantage of tax-free growth potential for earnings and contributions.

• Pledged Asset Line® Frequently Asked Questions | Schwab Bank

  While a pledged asset line is a line of credit, it lets you leverage collateral for that credit in a unique way. Understand more about pledged asset lines.

• Compare Platforms | Charles Schwab

  Compare the unique features of the thinkorswim® suite—and other trading platforms at Schwab—to discover how each fit with your strategy.