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• 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.

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• Why the Jobs Report Matters to Investors | Charles Schwab

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

• 5 Types of Mortgage Loans to Consider | Charles Schwab

  Want to learn about different types of mortgage loans? Discover how different types of mortgages work, plus pros and cons to consider. Get started here.

• 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.

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world.

• Preferred Stock: A Potential Income Tool | Charles Schwab

  If you're considering adding preferred stocks to your portfolio, know the benefits, characteristics, and risks.

• What to Know About Inheriting a Business | Charles Schwab

  Inheriting a business can be a great honor—and potentially a great burden. Explore three considerations for inheriting a family business.

• Mortgage Rates | Schwab Bank | Charles Schwab

  Check current mortgage rates to purchase a home or refinance your loan. Schwab offers secured loans that you can use for mortgages with affordable interest rates.