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• Chris Kawashima | Charles Schwab

  Chris Kawashima, CFP, is Director, Financial Planning, for the Schwab Center for Financial Research. He is responsible for researching financial planning and retirement income issues.

• Michael Iachini | Charles Schwab

  Michael Iachini, CFA, CFP, is Managing Director and Head of Manager Research for the Schwab Center for Financial Research. He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments.

• What to Know About Equity Compensation | Charles Schwab

  Learn key components of your equity compensation including: the type of equity award you have, how it's taxed, and how it fits into your financial plan.

• What is an IRA? | Open an Individual Retirement Account | Charles Schwab

  An Individual Retirement Account, or IRA, can help you reach your retirement goals. Learn what an IRA is and which IRA type may best help you save on taxes.

• Joe S. Chan | Financial Consultant in NY | Charles Schwab

  Joe S. Chan is a Financial Consultant at Charles Schwab serving New York City, NY. Request an appointment or contact us today to speak with a financial consultant.

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• Michael Townsend | Charles Schwab

  As Managing Director of Legislative and Regulatory Affairs, Michael is Charles Schwab's Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers. He hosts Schwab's WashingtonWise podcast.

• Jeffrey Kleintop | Charles Schwab

  Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.

• Corporate Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What’s next for investment-grade and high-yield corporate bonds in the second half of 2025? Here’s what fixed income investors should look out for.

• Jeannie Bidner | Charles Schwab

  Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.