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• Mutual Fund Fees, Costs & Expense Ratios | Charles Schwab

  What is the real cost of a mutual fund? Understand the fees and costs associated with mutual funds to limit their impact on your returns.

• Ben Petty | Financial Consultant in TX | Charles Schwab

  Ben Petty is a Financial Consultant at Charles Schwab serving Frisco, TX. Request an appointment or contact us today to speak with a financial consultant.

• Fractional Shares | Invest in Stock Slices | Charles Schwab

  Schwab Stock Slices™ is an easy way to buy fractional shares for a set dollar cost. You can buy shares from up to ten S&P 500® companies for $5 each.

• Charles Schwab, Logica Research

• Calculate Your RMD - RMD Calculator| Charles Schwab | Charles Schwab

  Use our RMD calculator to find out the required minimum distribution for your IRA. Plus review your projected RMDs over 10 years and over your lifetime.

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.

• Trading Up-Close: Short Selling Overview | Charles Schwab

  Learn the basics around the concept of short selling and the mechanics of how a short sale works.

• Fixed Income Pricing - Fixed Income | Charles Schwab

  Access Schwab's low and straightforward pricing and choose from hundreds of no-load, no-transaction-fee bond mutual funds.

• Personalized Approach - Wealth Management | Charles Schwab

  Your financial planning should be as unique as you are. Your Private Client Advisor will work closely with you to understand your needs and goals and create a personalized wealth management plan.