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• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com.Margin borrowing

• Stop Orders: Mastering Order Types | Charles Schwab

  Stop orders can help traders gain more control of their trade objectives. Learn what a stop order is, how it works, and when you might consider using one.

• How to Save for an Emergency Fund | Charles Schwab

  On this episode of Personal Finance 101, we take a closer look at what factors to consider when saving for an emergency fund.

• Important Information About Our Services and Fees | Charles Schwab

  Important information about our relationship with you. Learn more about how our brokerage and advisory services and fees differ.

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• What is a Robo Advisor | Charles Schwab

  Learn what Robo-Advisors are, and how they can put your money to work to help you meet your specific financial goals.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• Portfolio Management Checklist | Charles Schwab

  Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up.

• Dan Reiss | Financial Consultant in AZ | Charles Schwab

  Dan Reiss is a Financial Consultant at Charles Schwab serving Chandler, AZ. Request an appointment or contact us today to speak with a financial consultant.