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Summer Lemmon | Financial Consultant in CA | Charles Schwab
Summer Lemmon is a Financial Consultant at Charles Schwab serving Sacramento, CA. Request an appointment or contact us today to speak with a financial consultant.
Margin Loans | Margin Trading Account | Charles Schwab
Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.
Tax Efficient Asset Location | Charles Schwab
Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.
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.
What Is a Tariff and How Does it Work? | Charles Schwab
Tariffs have long been part of U.S. economic policy, but what is a tariff exactly? Learn how tariffs work and how they can impact markets and trade.
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.
What Is an IRA? | Charles Schwab
Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ
How Do Tax Brackets Actually Work? | Charles Schwab
We'll dispel some tax myths and explain how tax brackets actually work.
Investor Profile Questionnaire | Charles Schwab
Your investing strategy should reflect the kind of investor you are—your personal investor profile.
Trading Options on Spot Bitcoin ETFs | Charles Schwab
Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.