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• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.

• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.

• Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab

  Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

• Retirement Calculator | Your Retirement Savings | Charles Schwab

  Are you saving enough money for retirement? Use our retirement savings calculator to help find out how much money you need to save for retirement.

• Climate Shocks & the Muni Bond Market | Charles Schwab

  Cooper Howard and Kathy Jones look at how climate events, like the fires in Los Angeles, could impact the municipal bond market.

• Reducing RMDs With QCDs in 2025 | Charles Schwab

  A qualified charitable distribution (QCD) can satisfy required minimum distributions (RMDs) and philanthropic goals. Read more about the tax benefits of QCDs.

• Your Guide to Bond Taxes | Charles Schwab | Charles Schwab

  Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.

• Nicholas Clendenin | Financial Consultant in GA | Charles Schwab

  Nicholas Clendenin is a Financial Consultant at Charles Schwab serving Atlanta, GA. Request an appointment or contact us today to speak with a financial consultant.

• How to add and manage an authorized user | Charles Schwab

  Learn how to securely provide & manage account access to authorized users.Read PDF: Add authorized user

• Aligning Your Options with Implied Volatility | Charles Schwab

  Learn the difference between implied volatility (IV) and historical volatility (HV) and how to align your options strategy with the right volatility exposure.