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Insights & Ideas

Keeping you at the forefront of modern investing
Content with Mark W Riepe
Photo: Mark Riepe
CFA, Senior Vice President, Schwab Center for Financial Research

Mark Riepe, CFA, is Senior Vice President for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for heading SCFR, which provides individual investors with quality research on key topics, including the markets, the economy, retirement, taxes, financial planning, portfolio management and investment strategy.

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Mark W Riepe
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May 24, 2019
Financial plans can work—so why do so few of us have one? Here are three steps for creating your own.
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Mark W Riepe
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May 03, 2019
A little bit of streamlining can lighten the load when it comes to portfolio management.
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Mark W Riepe
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May 10, 2018
How the inability to forecast our future feelings or tastes can undermine our financial decisions.
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Mark W Riepe
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April 20, 2018
Don’t let anchoring bias stand in the way of your investing decisions.
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Mark W Riepe
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April 06, 2018
When information is easy to remember or top of mind, we tend to overestimate how representative it is. That can be troublesome for investors.
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Mark W Riepe
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March 23, 2018
Constantly seeking out opinions that validate your own could potentially lead to mistakes.
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Mark W Riepe
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March 08, 2018
The desire to get your money’s worth can lead you in some potentially harmful directions.
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Mark W Riepe
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February 23, 2018
Help yourself to make better financial choices by harnessing this technique from the behavioral sciences.
Investing Confidence: How Much Is Too Much?
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Mark W Riepe
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February 12, 2018
Overconfidence can lead to poor investing decisions.
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Mark W Riepe
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December 16, 2013
We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point. Get in the game.

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