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Kathy Cashatt | Charles Schwab
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment and financial planning topics, Kathy works closely with clients to evaluate their most important financial planning needs. Kathy can help clients build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
AI Voice Cloning: The Newest Cyber Scam | Charles Schwab
Fraudsters can use artificial intelligence to impersonate nearly anyone. Here's how to help protect yourself from AI voice-cloning scams.
Read our take on the stock market through a sector lens.
Save for retirement and prepare for how you'll spend your money once you retire.
Learn about options trading, from how to place your first options trade to more advanced topics.
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Using Bookmap on thinkorswim | Charles Schwab
Bookmap is an application available on thinkorswim that offers insight into real-time data. Learn how traders can use it to see supply, demand, and volume.
Choiceology's Guide to Nudges | Charles Schwab
Nudges are small but powerful parts of choice architecture.
How to use Fund Finder | Charles Schwab
Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.
Bridge Loans: Securities-Backed Borrowing | Charles Schwab
If you need a bridge loan, a securities-backed line of credit (SBLOC) can provide a quick infusion of cash. Find out how it works and the risks and benefits.