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• Where Should You Hold Your Cash? | Charles Schwab

  Yields on cash investments are higher than they've been in decades. The smartest place to keep your cash depends on how you plan to use it. Learn more.

• What are Stock Appreciation Rights (SARs)? | Charles Schwab | Charles Schwab

  Learn about stock appreciation rights (SARs), including how they work, how to participate, and how this form of equity compensation may impact your taxes.

• Why You Should Establish Trusted Contacts | Charles Schwab

  Learn how designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe.

• Juan R. Ortiz | Financial Consultant in CA | Charles Schwab

  Juan R. Ortiz is a Financial Consultant at Charles Schwab serving Brea, CA. Request an appointment or contact us today to speak with a financial consultant.

• Estate Planning for People With No Heirs | Charles Schwab

  Deciding who receives your money and property once you die is crucial to estate planning. Learn what to do with your estate when its inheritor isn't obvious.

• RSU Taxes and PSU Taxes: A Guide | Charles Schwab

  Learn how restricted stocks and performance stocks are taxed when they vest and when they're sold, and what documents you'll need when filing in the U.S.

• Micro E-Mini Futures in Earnings Season | Charles Schwab

  Learn the basics of Micro E-mini futures and how they can potentially help retail traders and investors gain flexibility during earnings season.

• Why the Jobs Report Matters to Investors | Charles Schwab

  The Employment Situation report is known for moving the markets. Learn why.

• Understanding the Gamma Squeeze | Charles Schwab

  Learn how a gamma squeeze combines retail call buying, a rally in the stock, and stock buying via market makers to hedge exposure, forcing the stock price up.

• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.