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Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
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.
Watch Out for Wash Sales | Charles Schwab
Understanding wash-sale rules could help you avoid a costly mistake.
Charles Schwab podcasts bring you revealing stories, news, and insights to help you make informed decisions about your portfolio and life.
Security Knowledge Center | SchwabSafe | Charles Schwab
Charles Schwab Security Knowledge Center: how-to guides, tips and more to help you stay safe online.
Compare Our Intelligent Solutions | Charles Schwab
Automated investing plus human help when you need it. Discover which solution is right for you.
With nearly 25 years at Schwab, Kevin focuses on helping clients develop and hone their trading skills. The most gratifying part of his job is helping traders filter through the noise of the market to better understand how their own emotions can affect their trading success.
Seth McMoore is a Senior Researcher in the Multi-Asset Quantitative Solutions team at Schwab Asset Management. He focuses on long-term capital market expectations and multi-asset research. In addition to his research, Seth maintains the data infrastructure for the Multi-Asset Quantitative Solutions team and produces capital market expectations content for internal and external business partners.