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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.
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.
TIPS and Inflation | Charles Schwab
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Read our take on the stock market through a sector lens.
Learn about options trading, from how to place your first options trade to more advanced topics.
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Save for retirement and prepare for how you'll spend your money once you retire.
Margin Loan Risks & Benefits | Charles Schwab
Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.
Not by a Long Shot: With Guests Katia Jordan & Craig Fox | Charles Schwab
Why do we have trouble estimating the odds of rare events?
Cents & Sensibility: With Guests Melina Palmer & Devin Pope | Charles Schwab
Why do tiny gaps near round numbers alter how we perceive value? Learn how small thresholds can drive big differences in decision-making.