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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.
Getting Started with thinkorswim® Charts | Charles Schwab
A rundown of basic thinkorswim® charts navigation and a tour of charting features.
Why Are Munis Attractive Right Now? | Charles Schwab
Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.
How to Invest in AI | Charles Schwab
When it comes to investing in artificial intelligence, a handful of companies may come to mind, but there's more to learn about investing in AI than the big tech names.
Trading Platform Innovation at Schwab | Charles Schwab
Schwab Trading Powered by Ameritrade™ embraces innovation to maintain a world-class trading experience. Schwab's Chesley Spencer helps make that happen.
A Successful Failure: With Guests Cass Sunstein, Kirabo Jackson & Andrew Chaikin | Charles Schwab
Using a checklist—it's such a simple idea, but it's one of the best ways to bring order to complexity and achieve results.
How Can You Steer Your Portfolio Through a Recession? | Charles Schwab
What are some strategies that can help investors navigate a recession?
Sector Views: Our Stock Sector Outlook | Charles Schwab
Kevin Gordon discusses Schwab's analysis of the 11 sectors that make up the S&P 500.
A real estate investment trust, or REIT, is a type of trust that invests in a portfolio of real estate. Learn how REITs can provide a way to invest in the real estate market.
How to Invest in REITs | Charles Schwab
A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs.