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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.
Limitations of Stock Indexes & How to Use Them | Charles Schwab
How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.
Cybersecurity Tips for Travelers | Charles Schwab
Here's how to boost your cybersecurity when you’re away from home.
How Can You Build Your Pre-Retirement Checklist? | Charles Schwab
What do you need to take care of in the handful of years, months, and days before you retire?
Susan Hirshman | Charles Schwab
Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.
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.
When Interest Rates Rise, What Should You Do with Bonds? | Charles Schwab
Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
Find out more about investing in REITs and the impact of real estate on the markets.
Understand how and when to use orders to buy and sell a security, including market, limit, and stop orders.