Thought leaders and analysts

With an outstanding depth and breadth of industry knowledge, Schwab experts and contributors deliver insightful analysis and practical advice to help you make better investment decisions. 

Featured experts

  • markets and economy

    Liz Ann Sonders

    Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.
     

    @LizAnnSonders

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  • fixed income markets and economy

    Kathy Jones

    Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research
     

    @KathyJones

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  • investing

    Mark Riepe

    Managing Director, Head of the Schwab Center for Financial Research

     

    @MarkRiepe

    See full bio
  • financial planning

    Rob Williams

    Rob Williams

    Managing Director, Financial Planning, Retirement Income and Wealth Management, Schwab Center for Financial Research

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  • government and policy

    Michael Townsend

    Managing Director of Legislative and Regulatory Affairs, Charles Schwab & Co.

     

    @MikeTownsendCS

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Thought leaders and analysts

  • Hayden Adams
    tax planning

    Hayden Adams

    Director of Tax and Wealth Management, Schwab Center for Financial Research

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  • Joe Mazzola
    Trading

    Joe Mazzola

    Head Trading & Derivatives Strategist, Charles Schwab & Co., Inc.

    See full bio
  • Emily Doak
    Mutual Funds and ETFs

    Emily Doak

    Director of ETF and Index Fund Research, Schwab Center for Financial Research

    See full bio
  • International Investing

    Michelle Gibley

    Director of International Research, Schwab Center for Financial Research

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  • INVESTMENT RESEARCH AND STRATEGY

    Kevin Gordon

    Head of Macro Research and Strategy, Schwab Center for Financial Research

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  • TRADING

    Jim Ferraioli

    Director, Cryptocurrency Strategist, Schwab Center for Financial Research

    See full bio
  • Trading

    Kevin Horner

    Senior Manager, Trading Services Education, Charles Schwab & Co., Inc.

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  • fixed income

    Cooper Howard

    Director, Fixed Income Strategist, Schwab Center for Financial Research

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  • Mutual Funds and ETFs

    Michael Iachini

    Managing Director, Head of Manager Research, Schwab Center for Financial Research

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  • Austin Jarvis
    Estate Planning

    Austin Jarvis

    Director of Estate, Trust and High-Net-Worth Tax, Schwab Center for Financial Research 

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  • Chris Kawashima
    Financial Planning

    Chris Kawashima

    Director, Financial Planning, Schwab Center for Financial Research

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  • fixed income

    Collin Martin

    Director, Fixed Income Strategist, Schwab Center for Financial Research

    See full bio
  • trading

    Nate Peterson

    Director of Derivatives Analysis, Schwab Center for Financial Research

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About Schwab Center for Financial Research

Since 1997, the Schwab Center for Financial Research (SCFR) has provided top-quality research, timely market insights, and practical guidance to help investors make better decisions. Schwab experts are featured regularly in the news media, sharing their views on topics including markets, the economy, financial and retirement planning, portfolio management, and investment strategy. SCFR also produces Schwab Equity Ratings.