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• Asset Allocation Mutual Funds | Charles Schwab

  Asset allocation mutual funds let you own a mix of equity and fixed income securities to achieve a goal such as income generation or capital appreciation.

• Options Trading Strategies | Charles Schwab

  options, the strategy you choose is critical. Explore these common options trading strategies based on your goals....

• Dividend ETFs for Income Investing | Charles Schwab

  Learn more about ETFs that aim to result in dividends and yields for traders who are seeking income or who may be risk-averse.

• How We Compensate Our Investment Professionals | Charles Schwab

  identify the different categories of investment professionals who may serve you at Schwab and describe how they are compensated....

• Certification for Late Rollover Contributions | Charles Schwab

  Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.

• Understanding Price Improvement | Charles Schwab

  Discover how orders receive execution improvements. Learn about National Best Bid and Offer, price improvement, liquidity enhancements, etc....

• Awards and Industry Recognition | Charles Schwab

  Winning awards starts with winning client satisfaction. Our dedication to serving clients has earned us top rankings in the industry.

• Statement of financial condition | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabFinancial Planning Offering How Much You Need to Retire Planning Calculators Complimentary

• Top investing experts | Read the bios | Charles Schwab

  Regularly cited by the media on investing issues, Schwab’s top experts can help clients make better investment decisions. Meet our experts and read their bios.

• Alex Coffey | Charles Schwab

  Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.