Aaron Rathbun

As a Financial Consultant with the Charles Schwab Perrysburg Independent Branch, it’s my job to help you create a better financial life. No Bank Guarantee.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing guidance unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern ap

proach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results can come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 567-336-9090 or email me at: [email protected]. Brokerage Products: Not FDIC Insured. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

09/28/2022

Here's a good article that breaks down some basic options strategies.

Learn the basics of covered calls and covered puts, and when to use them to manage your risks when trading options.

09/22/2022

If you think you’d like to start trading stocks, what do you need to know? Kevin Horner explains what it takes to be a trader and how it differs from long-term investing.

09/19/2022

Markets have been pretty uncertain lately. Here's how you can navigate trading in uncertain and volatile markets:

When the market takes a turn, traders may want to go back to basics.

09/16/2022

People like to throw around different investing terms but don't necessarily understand what they are or mean. Do you know the difference between common stock and preferred stock? Do you know what and ADR is? Check out this page to learn some more stock basics

Whether you're new to stocks or want to learn more about incorporating them into your trading or investing strategy, Schwab can help you understand the basics.

09/13/2022

If your income is too high for you to participate in a Roth IRA, you do have other options. You can check them out here:

If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

09/07/2022

We've all come across social media accounts that give out trading and stock advice. You might want to be wary about some of that advice, however. Here's an article on how to stay smart when you come across these accounts:

Social media is full of trading tips—but should you listen?

09/05/2022

Are you saving for your future? Do you need a little bit of help on how to even get started? Here's some info so you can start Owning Your Tomorrow.

What are some of the incentives for younger investors to start saving for retirement?

09/01/2022

If you're a grandparent who wants to pass on your financial knowledge to the next generation, here's an article on getting started.

Grandparents are in a unique position to help teach their grandkids about financial literacy. Here are four ways to pass your support to the next generation.

08/24/2022

Rob Williams, managing director at Charles Schwab, said he "discourages savers from borrowing or withdrawing funds from their retirement savings accounts to pay for a child’s education." Learn why here:

Parents and others who've saved in the education-savings accounts and seen their balances drop sharply just as they plan to use the funds could consider using student loans or relying on other assets to allow the market, and balances, to recover. One warning: Don't touch retirement savings.

08/15/2022

For people with special needs and their families, it's a challenge to save and invest for disability-related expenses without losing public benefits, says Carrie Schwab-Pomerantz. A 529 ABLE account offers a solution. Here's why.

How can you save and invest for a child with special needs without losing public benefits? Consider a 529 ABLE account.

08/12/2022

Are you searching for the best beach town for your next vacation? Check out this list of beautiful beaches along the West Coast:

From surfing spots in California to the moody coastlines of the Pacific Northwest.

08/08/2022

If you are looking for your next getaway, look no further than this beautiful lake town in Colorado.

Grand Lake, Colorado, is the perfect weekend getaway, with serene views, amazing wildlife, and easy access to Rocky Mountain National Park.

Address

Perrysburg, OH
43551

Telephone

+15673369090

Website

http://www.schwab.com/

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