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• Patrick Means | Charles Schwab

  Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.

• Variable Annuities | Charles Schwab | Charles Schwab

  A Schwab variable annuity could help protect and guarantee retirement income. Talk with a Schwab consultant about the right variable annuity for you.

• Cryptocurrency | Charles Schwab

  Get our take on digital currencies to help you figure out if they're right for you.

• Hayden Adams | Charles Schwab

  Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.

• On Investing | Charles Schwab

  From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what's happening and why—and what the implications are for your portfolio.

• Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab

  Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.

• The Covered Call Options Strategy | Charles Schwab

  Learn how a covered call options strategy can potentially help you make money if the stock price doesn't move. Consider the risks and benefits of the strategy.

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• CEO's Note: We're Here When You Need Us | Charles Schwab

  Rick Wurster shares Schwab's unwavering focus on serving clients. Find out what we do through periods of volatility to help you meet your long-term goals.

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.