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• Balancing Campaign Promises With Economic Realities | Charles Schwab

  The reality of the economy, inflation, debt, and global pressures will present challenges as the next administration looks to implement sweeping promises from the campaign trail.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• Market Turmoil: It's More Than Just Tariffs | Charles Schwab

  Tariffs may be at the forefront of today's market concerns, but they are far from the only drivers of the ongoing market turbulence.

• Rollover 401k to IRA | Merge Retirement Accounts | Charles Schwab

  Discover your 401k Rollover Options: transferring, tax advantages, fees, and more. Learn how to roll over your old 401k into an IRA to maximize your benefits.

• Antonio Rodriguez | Financial Consultant in TX | Charles Schwab

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

• How to Protect Your Finances as You Age | Charles Schwab

  An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

• Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab

  Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

• Managing Equity Awards in a Down Market | Charles Schwab | Charles Schwab

  Wondering how to manage an equity award during a down market? Learn what to keep in mind and what to consider during times of volatility.

• Using Breadth to Track Trend Strength or Weakness | Charles Schwab

  Various measures of market breadth can track how strong or weak a current market trend might be. Learn how to follow this indicator.

• Depreciation Recapture and Rental Property Taxes | Charles Schwab

  Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it.