Aaron Rathbun

Aaron Rathbun

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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.

Trading Up-Close: Getting Started as a Trader 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.

Trading Up-Close: Getting Started as a Trader 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.

Trading and Social Media 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:

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

How Can You Get Started with an IRA? 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.

How Can You Get Started with an IRA? What are some of the incentives for younger investors to start saving for retirement?

How to Handle a Market Downturn in Your ‘529’ Plan When You Need to Tap It Soon 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:

How to Handle a Market Downturn in Your ‘529’ Plan When You Need to Tap It Soon 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.

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Perrysburg, OH
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