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Chris Waterbury | Charles Schwab
Chris Waterbury is a Derivatives Manager on the Schwab Derivatives team based in Lone Tree, Colorado. In his years with Schwab, Chris's expertise has grown to include equities, futures, and options product offering.
One Big Beautiful Bill: Implications for Investors | Charles Schwab
The One Big Beautiful Bill being debated in Congress has huge implications for every taxpayer as well as the markets. What’s in the bill, and what will it mean for investors?
How Well Do You Know Market Cap? | Charles Schwab
Market cap is a key guidepost for anyone building a portfolio. Here's what to know.
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.
Cameron May is a Senior Manager of Schwab Trader Education. He has 25 years of investment experience. He made the move to education in 2005 and has since taught tens of thousands of investors in topics such as Value, Growth, Income Investing, Portfolio Management, Technical Analysis, and Options Trading.
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.
Trading Options During Earnings Season | Charles Schwab
Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.
How to Borrow Money Strategically for a Big Expense | Charles Schwab
Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow.
Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab
Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.
Sector Index Funds and Concentration Risk | Charles Schwab
In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.