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• Performance Stock | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Charles Schwab Bank Pricing Guide | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?

• Schwab Brokerage: Trust Account | Charles Schwab

  Schwab One Trust Accounts protect and manage your assets. No monthly service fees. Available for any size estate and most trusts.

• Trust, Estate & Charitable Accounts | Charles Schwab

  Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes.

• Carmen Valiquette | Financial Consultant in AZ | Charles Schwab

  Carmen Valiquette is a Financial Consultant at Charles Schwab serving Peoria, AZ. Request an appointment or contact us today to speak with a financial consultant.