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Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Wharton professor Katy Milkman shares true stories involving high-stakes moments, and explores the latest research to help you make better judgments and avoid costly mistakes.
Why Is the U.S. Dollar Declining? | Charles Schwab
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Financial Planning | Charles Schwab
Understand where you are today and create a roadmap to get you where you want to be.
Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab
When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.
Find ways to manage your cash flow and debt.
American Express Platinum Card® for Schwab | Charles Schwab
Enjoy unique cards with premium rewards, services, and experiences from American Express. Designed exclusively for Schwab investors.
Charles Schwab Bank & Lending Products | Charles Schwab
Explore banking products and offerings from Schwab Bank, including our checking account with no ATM fees worldwide.
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.