Insights from trusted Schwab experts

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

FEATURED EXPERT

Liz Ann Sonders

Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.

Topics: Market Commentary, Stocks

Twitter @LizAnnSonders

See full bio
FEATURED EXPERT

Jeffrey Kleintop

SFA^®, Senior Vice President, Chief Global Investment Strategist

Topics: International, Investing, Market Commentary and Stocks

Twitter @JeffreyKleintop

See full bio
FEATURED EXPERT

Kathy Jones

Senior Vice President, Chief Fixed Income Strategist, Schwab Center for Financial Research

Topics: Fixed Income, Market Commentary

Twitter @Kathy Jones

See full bio
Carrie Schwab-Pomerantz

Board Chair and President, Charles Schwab Foundation; Senior Vice President, Charles Schwab & Co., Inc.; Board Chair, Schwab Charitable™

Topics: Personal Finance and Retirement

Twitter: @CarrieSchwab

See full bio
Robert Williams

CFP^®, CRPC^®, Vice President, Financial Planning, Retirement Income and Wealth Management, Schwab Center for Financial Research

Topics: Financial Planning, Retirement

Twitter: @SchwabResearch

See full bio
Randy Frederick

Vice President of Trading and Derivatives, Schwab Center for Financial Research

Topics: Market Commentary, Stocks, Trading

Twitter @RandyFrederick

See full bio

Learn about the Schwab Center for Financial Research

The Schwab Center for Financial Research (SCFR) provides individual investors with quality research, insightful perspective and practical guidance to help them make better informed investment decisions. Schwab's experts are published in respected business and academic journals and cited regularly by the media on investing issues.

The Schwab Center for Financial Research delivers analysis of key investing topics, including:

The markets
The economy
Retirement
Portfolio management
Investment strategy
Financial planning

Learn about Charles Schwab Investment Advisory

Charles Schwab Investment Advisory, Inc. (“CSIA”) is a separately registered investment advisor and an affiliate of Charles Schwab & Co., Inc. (CS&Co). CSIA provides portfolio management services for Schwab Managed Portfolios™, Schwab Intelligent Portfolios^®, Windhaven Strategies and ThomasPartners Strategies. In addition, CSIA oversees the selection of investments and ongoing monitoring of the Mutual Fund OneSource Select List^®, and Managed Account Select^®, and produces market commentary and other investment advice for CS&Co clients and financial consultants. The investment team at CSIA is published in respected business and academic journals and frequently cited by the media on investment topics. CSIA is distinguished by their ability to effectively combine both rigorous quantitative work as well as manager profiling and market analysis in their research and portfolio management.

Charles Schwab & Co., Inc. receives remuneration from fund companies participating in the Mutual Fund OneSource™ service for record keeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.

Please refer to CS&Co's Disclosure Brochure for important information and disclosures relating to Schwab Managed Portfolios, Schwab Intelligent Portfolios, Windhaven Strategies and ThomasPartners Strategies.

(0518-8XNB)

Learn about Schwab Charitable

Schwab Charitable^TM is an independent 501(c)(3)public charity. Our mission is to make charitable giving more tax-smart, simple and efficient for our donors and their advisors. We offer tools, guidance and relationships to help donors apply a similar approach to charitable giving as they do to their savings and investments.

With Schwab Charitable, clients are empowered to incorporate charitable planning into their everyday lives, giving them the potential to make a bigger difference in the world.

Schwab Charitable donor-advised accounts are specialized charitable giving accounts. Donors simply open an account with Schwab Charitable, make irrevocable contributions of cash or appreciated securities or assets and receive current year tax benefits and deductions as well as the possibility of eliminating capital gains on appreciated assets. They then choose how contributions are invested, and for larger accounts can recommend an investment advisor to manage the funds. This creates the potential for contributions to grow tax-free, resulting in larger charitable grants in the future. Over time, donors advise Schwab Charitable to make grants to IRS-qualified charities of their choice.

Schwab Charitable clients can access their charitable account on the same platform as their other Schwab accounts, online and via the Schwab mobile app.

Learn more about Schwab Charitable.

Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of the Charles Schwab Corporation.

© 2016 Schwab Charitable Fund. All rights reserved. (1016-3429) (10/16)

Like what you've read?

Subscribe to receive Schwab Expert articles daily, weekly or monthly.

Accounts

Retirement

Investment Products

Investment Management

Trading

Investment Tools & Research

Banking

Specialized Solutions

Pricing

Client Relationship Summaries

Costs of Investing

$0 online equity trade commissions + Satisfaction Guarantee.

$0 online equity trade commissions + Satisfaction Guarantee.

The Schwab Difference

Ways to Invest with Us

How We Compare

Reviews & Awards

More choices. More ways to invest how you want.

More choices. More ways to invest how you want.

Knowledge Center

Insights & Ideas

Media & Live Programs

Investing Principles

Our Experts

These 8 mental mix-ups could be costing you money. Do you know what they are?

These 8 mental mix-ups could be costing you money. Do you know what they are?

Insights from trusted Schwab experts

Liz Ann Sonders

Jeffrey Kleintop

Kathy Jones

Carrie Schwab-Pomerantz

Robert Williams

Randy Frederick

Like what you've read?

Call

Accounts

Retirement

Trading

Investment Tools & Research

Banking

Specialized Solutions

Pricing

Client Relationship Summaries

Costs of Investing

$0 online equity trade commissions + Satisfaction Guarantee.

$0 online equity trade commissions + Satisfaction Guarantee.

How We Compare

Reviews & Awards

More choices. More ways to invest how you want.

More choices. More ways to invest how you want.

Media & Live Programs

Investing Principles

These 8 mental mix-ups could be costing you money. Do you know what they are?

These 8 mental mix-ups could be costing you money. Do you know what they are?

Insights from trusted Schwab experts

Liz Ann Sonders

Liz Ann Sonders

Jeffrey Kleintop

Kathy Jones

Carrie Schwab-Pomerantz

Robert Williams

Randy Frederick

Learn more

Like what you've read?

Like what you've read?