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• What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab

  Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Bear Market: Now What? | Charles Schwab

  Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

• As Rate Cuts Loom, Stock Buybacks May Continue | Charles Schwab

  Stock buybacks help companies return cash to shareholders, reduce the base for earnings per share calculations, and may signal good news about growth.

• Annie Reese | Financial Consultant in CA | Charles Schwab

  Annie Reese is a Financial Consultant at Charles Schwab serving Oakland, CA. Request an appointment or contact us today to speak with a financial consultant.

• Sam Rodgers | Financial Consultant in CA | Charles Schwab

  Sam Rodgers is a Financial Consultant at Charles Schwab serving San Luis Obispo, CA. Request an appointment or contact us today to speak with a financial consultant.

• Jacob Grier | Financial Consultant in NY | Charles Schwab

  Jacob Grier is a Financial Consultant at Charles Schwab serving Lake Grove, NY. Request an appointment or contact us today to speak with a financial consultant.

• John Norris | Financial Consultant in FL | Charles Schwab

  John Norris is a Financial Consultant at Charles Schwab serving Coral Gables, FL. Request an appointment or contact us today to speak with a financial consultant.

• Evan DeLano | Financial Consultant in MA | Charles Schwab

  Evan DeLano is a Financial Consultant at Charles Schwab serving Boston, MA. Request an appointment or contact us today to speak with a financial consultant.