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• Joe Mazzola | Charles Schwab

  Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.

• Alex Coffey | Charles Schwab

  Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.

• Rob Fleming | Charles Schwab

  Rob Fleming is a senior market analyst for the Schwab Center for Financial Research. He is primarily responsible for market analysis and reporting, and market-related education.

• Cost Basis | Charles Schwab

  Understand cost basis and any tax implications, so you can manage your tax liability.

• Schwab Personal Trust Services Checklist | Charles Schwab

  If you are ready to move forward in naming Charles Schwab Trust Company as your trustee, please review the following requirements and then continue with the checklist that best suits your current situation.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• Thematic Investing | Charles Schwab

  With Schwab Investing Themes™, you can discover and invest in trends and new opportunities in over 40 themes built with our proprietary research.

• Open a Schwab account online | Charles Schwab

  Open a Schwab account online today to start saving, trading or investing. We offer brokerage, IRA, checking and Schwab Intelligent Portfolios online.

• ETF Investing at Schwab | Charles Schwab | Charles Schwab

  Whether you’re looking for low-cost Schwab ETFs or a broad selection of options, we help you find investments that may strengthen and diversify your portfolio.

• In-person Trading Workshops and Events | Charles Schwab

  Tap into Charles Schwab's network of local trading workshops and events. Find an in-person investment workshop run by an experienced Education Coach.