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• Current Pros & Cons in the Market (With Paul Hickey) | Charles Schwab

  Liz Ann Sonders and Paul Hickey of Bespoke Investment Group discuss the pros and cons in the current market environment.

• How Do Muni Bond Credit Ratings Work? | Charles Schwab

  Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.

• David Robertson | Financial Consultant in GA | Charles Schwab

  David Robertson is a Financial Consultant at Charles Schwab serving Dawsonville, GA. Request an appointment or contact us today to speak with a financial consultant.

• Can You Be Proactive in Times of Market Volatility? | Charles Schwab

  Market swings can shake any investor's confidence. Learn ways you can stay grounded, trust your financial plan, and take smart, long-term steps in uncertain times.

• Our Philosophy and What Matters in the Markets | Charles Schwab

  Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

• Edgy Investors Waiting to See How Policies Unfold | Charles Schwab

  Investors and markets are anxious to see when and how the new Congress will implement the massive Republican policy agenda. But the details matter, and the answers will take time.

• Liquid Alternatives: Getting the Mix Right | Charles Schwab

  Liquid alternatives offer access to unconventional strategies and risks. Learn what to ask before ordering up a liquid alternative exchange-traded fund (ETF).

• This Week's CPI Data and the State of the Economy | Charles Schwab

  Liz Ann Sonders interviews Nancy Lazar about the state of the economy, and Kathy Jones and Collin Martin discuss investment-grade bonds.

• Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One? | Charles Schwab

  How did one woman honor her twin sister through a charitable gift?

• How Can You Preserve Your Assets for Your Heirs? | Charles Schwab

  Austin Jarvis speaks with Mark Riepe about the complications of estate taxes—and what you can do if the estate tax exemptions change in 2026.