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Kathy Jones is Managing Director and Chief Fixed Income Strategist for the Schwab Center for Financial Research. She is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public. She cohosts Schwab's On Investing podcast.
Charitable Donations: The Basics of Giving | Charles Schwab
Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.
On Your Side: Investing Solutions to Help You | Charles Schwab
Charles Schwab introduces a new offering to help you "Own Your Tomorrow," whatever the market environment. Learn more about Your guide to everything we offer.
Austin Jarvis | Charles Schwab
Austin Jarvis, J.D., is Director of Estate Planning, Trust, and High-Net-Worth Tax for the Schwab Center for Financial Research. He provides analysis and insights on topics including foundational estate planning concepts, estate, gift and generation-skipping considerations, advanced charitable strategies, business succession, asset protection, and executive compensation.
Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
Cooper Howard | Charles Schwab
Cooper Howard, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He provides analysis and investor education on fixed income markets with a focus on the municipal bond market. Cooper has been widely quoted in financial publications including The New York Times, Bloomberg, The Wall Street Journal, CNBC, and The Bond Buyer.
Collin Martin | Charles Schwab
Collin Martin, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets.
Living in Retirement | Charles Schwab
Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more
Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results.
How to Determine Your Risk Tolerance Level | Charles Schwab
As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.