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Investor Profile Questionnaire | Charles Schwab
Your investing strategy should reflect the kind of investor you are—your personal investor profile.
Three Ways to Use Margin and Leverage | Charles Schwab
Learn three ways investors and traders can maximize the use of margin while managing the risks of leverage in their investing strategies.
Consolidate Accounts - Asset Transfer | Charles Schwab
Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.
Tax-Smart Ways to Gift Stock | Charles Schwab
Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.
When Will Social Security and Medicare Run Out? | Charles Schwab
Medicare and Social Security are projected to run out by 2036. Read what Mike Townsend has to say about the likelihood of shortfalls and possible solutions.
Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab
The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.
Limit Orders, Stop Orders, & Market Orders | Charles Schwab
Limit orders, market orders, and stop orders are common order types used to buy or sell stocks and ETFs. Learn about the risks and advantages of each.
Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.
ESA Distribution Request Form | Charles Schwab
Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.
Andrew Fellouris | Financial Consultant in NJ | Charles Schwab
Andrew Fellouris is a Financial Consultant at Charles Schwab serving Princeton, NJ. Request an appointment or contact us today to speak with a financial consultant.