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• Investing Basics: Fundamental Analysis | Charles Schwab

  When deciding which stocks to buy, investors don't just guess. Learn how to use financial statements to decide if a stock is a good investment.

• What is an IRA? | Open an Individual Retirement Account | Charles Schwab

  An Individual Retirement Account, or IRA, can help you reach your retirement goals. Learn what an IRA is and which IRA type may best help you save on taxes.

• Security Knowledge Center | SchwabSafe | Charles Schwab

  Charles Schwab Security Knowledge Center: how-to guides, tips and more to help you stay safe online.

• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• Dos and Don'ts When You Get an Inheritance | Charles Schwab

  If you receive an inheritance, take time to review your financial picture before you start spending. Read this article for five dos and don'ts.

• 3 Sophisticated Cybercrimes | Charles Schwab

  Cybercrime has become coordinated and alarmingly effective. Consider these tips to guard against tech support fraud, SIM swapping, and cryptocurrency scams.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• What Is the Treasury Yield Curve? | Charles Schwab

  The Treasury yield curve is an important economic indicator that, depending on its shape, can signal changes in market expectations and provide economic insight.

• Todd Elizalde | Financial Consultant in CA | Charles Schwab

  Todd Elizalde is a Financial Consultant at Charles Schwab serving Sacramento, CA. Request an appointment or contact us today to speak with a financial consultant.

• 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