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4 Borrowing Strategies to Consider for Big Expenses | Charles Schwab
Using debt strategically, and wisely, can help you achieve important financial goals or cover an unexpected expense. Learn about four loan types.
Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab
Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.
Take your trading to the next level
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.
Types of Brokerage Accounts | Charles Schwab
What type of brokerage account will suit your needs? Read about types of brokerage accounts and the difference between individual and joint brokerage accounts.
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.
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.
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.
Read our take on the stock market through a sector lens.