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• Arely Leon Mejia | Financial Consultant in CA | Charles Schwab

  Arely Leon Mejia is a Financial Consultant at Charles Schwab serving Campbell, CA. Request an appointment or contact us today to speak with a financial consultant.

• Jordan Blaylock | Financial Consultant in CO | Charles Schwab

  Jordan Blaylock is a Financial Consultant at Charles Schwab serving Lone Tree, CO. Request an appointment or contact us today to speak with a financial consultant.

• Diversification 101: Lessons from My Air Jordans | Charles Schwab

  My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• Working in Retirement? Savings & RMD Impact | Charles Schwab

  Are you are retired but wanting to return to work? Learn how returning to work could affect your savings plans and RMDs. Questions to ask before returning.

• What is restricted stock? RSUs and RSAs | Charles Schwab

  Learn about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

• I Want to Buy a Home or Investment Property | Charles Schwab

  Discover how your equity can help you pursue your homeownership dreams like buying a home or investment property. Learn home-buying tips, how to invest in a second home, and more.

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares.

• Swing Trading Stocks: Strategies and Indicators | Charles Schwab

  Learn some of the basic entry and exit signals and money management techniques used in swing trading.

• Understanding analyst stock ratings | Charles Schwab

  Buy, sell, hold, and stock ratings from Wall Street analysts can help people evaluate stocks. Learn what they mean and how to use them.