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Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
Understand cost basis and any tax implications, so you can manage your tax liability.
Kathy Jones is Managing Director and Chief Fixed Income Strategist for the Schwab Center for Financial Research. She is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public. She cohosts Schwab's On Investing podcast.
On Your Side: Investing Solutions to Help You | Charles Schwab
Charles Schwab introduces a new offering to help you "Own Your Tomorrow," whatever the market environment. Learn more about Your guide to everything we offer.
Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.
Municipal Bonds: Mid-Year Outlook [2025] | Charles Schwab
What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market.
What is Cryptocurrency & How Does It Work? (2025) | Charles Schwab
What is cryptocurrency exactly? Discover how it works and the many types of cryptocurrencies, including the one that started it all: bitcoin.
Find and Invest in Mutual Funds | Charles Schwab
Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.
Your guide to everything we offer | Charles Schwab
No matter where you are in your investing journey or what your investing style is, we're here to help you pursue your financial goals. To help give you an overview of our products and services we created this comprehensive guide.Clients who would prefer a printed guide can order one here.
Living in Retirement | Charles Schwab
Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more