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• Schwab's Long-Term Return Expectations | Charles Schwab

  Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

• Election 2024 Reset: What’s Next? | Charles Schwab

  In a matter of minutes, the 2024 presidential race changed dramatically, generating lots of speculation and questions. So what are the facts, the next steps, and the timeline?

• How to Identify Stock Trend Changes | Charles Schwab

  Identifying potential changes in trends with highs and lows is important for every investor. Learn the basics in this video.

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• Stop Orders: Mastering Order Types | Charles Schwab

  Stop orders can help traders gain more control of their trade objectives. Learn what a stop order is, how it works, and when you might consider using one.

• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.

• What are Inherited and Custodial IRAs? | Charles Schwab

  If you're an IRA beneficiary, you have options for what to do with the account. Learn more about inherited and custodial IRAs. Talk to a financial advisor today.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.

• Sze Kwok | Financial Consultant in CA | Charles Schwab

  Sze Kwok is a Financial Consultant at Charles Schwab serving Fremont, CA. Request an appointment or contact us today to speak with a financial consultant.