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• 5 Questions to Ask Before a Big Purchase | Charles Schwab

  Avoid surprises by asking key questions before a big purchase or payment. Sometimes borrowing may make more sense than pulling money out of your portfolio.

• Investing Basics: Futures | Charles Schwab

  Gain a better understanding of futures trading and learn about the risks and benefits of leverage.

• Schwab Organization Account | Charles Schwab

  Open a brokerage account designed to meet the needs of organizations—from investing business revenue to managing endowments to preserving family wealth.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab

  You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.

• Brett Lungaretti | Financial Consultant in AZ | Charles Schwab

  Brett Lungaretti is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Patrick Kerrigan | Financial Consultant in WI | Charles Schwab

  Patrick Kerrigan is a Financial Consultant at Charles Schwab serving Appleton, WI. Request an appointment or contact us today to speak with a financial consultant.

• Jeffrey Anderton | Financial Consultant in PA | Charles Schwab

  Jeffrey Anderton is a Financial Consultant at Charles Schwab serving Camp Hill, PA. Request an appointment or contact us today to speak with a financial consultant.

• Inflation Reduction Act Summary | Charles Schwab

  What's in Inflation Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you.

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.