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Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.
Rob Fleming is a senior market analyst for the Schwab Center for Financial Research. He is primarily responsible for market analysis and reporting, and market-related education.
Charles Schwab podcasts bring you revealing stories, news, and insights to help you make informed decisions about your portfolio and life.
Think through how you would like your investments and other assets distributed to your heirs.
Read our views on trends in the fixed income market.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Compare Our Intelligent Solutions | Charles Schwab
Automated investing plus human help when you need it. Discover which solution is right for you.
Watch Out for Wash Sales | Charles Schwab
Understanding wash-sale rules could help you avoid a costly mistake.
Security Knowledge Center | SchwabSafe | Charles Schwab
Charles Schwab Security Knowledge Center: how-to guides, tips and more to help you stay safe online.
Caleb is Director of the Charitable Strategies Group at DAFgiving360™. He oversees the specialized team that conducts due diligence review of complex non-cash assets and educates advisors and donors on tax and legal issues associated with such assets.