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• Susan Hirshman | Charles Schwab

  Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.

• Jeannie Bidner | Charles Schwab

  Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.

• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Dividend Reinvestment Plans | Charles Schwab

  A DRIP allows investors to automatically reinvest the cash from a stock's dividend payments. Watch this video to learn how to enroll in a DRIP.

• Trade execution quality | Charles Schwab

  Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results.

• International | Charles Schwab

  Stay up to date on commentary related specifically to international markets.

• Fixed Income | Charles Schwab

  Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.

• Tax Planning | Charles Schwab

  Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.

• Mutual Funds | Charles Schwab

  Learn about mutual funds and how they differ from other investments such as ETFs.

• Investing Basics: Bitcoin and Blockchain | Charles Schwab

  Learn the basics of cryptocurrencies, including what they are, their benefits and risks, and how investors can gain exposure to them.