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Rob Williams, CFP, RICP, CPWA, is Managing Director of Financial Planning, Retirement Income, and Wealth Management for the Schwab Center for Financial Research. He and his team develop and deliver research, commentary, and advice on financial planning, income planning, and wealth management. This information includes key topics to assist individual investors and advisors to continue to grow, but also protect and use, wealth, during their life and legacy.
Kevin Gordon is a Director and Senior Investment Strategist and is the research associate for Schwab's Chief Investment Strategist Liz Ann Sonders. In addition to analyzing the U.S. economy and stock market for Schwab's clients, he helps develop deep-dive projects as well as content for Schwab's public website, internal business partners, and social media outlets.
Samir Mohamed | Financial Consultant in CO | Charles Schwab
Samir Mohamed is a Financial Consultant at Charles Schwab serving Denver, CO. Request an appointment or contact us today to speak with a financial consultant.
Glenn C Smith | Financial Consultant in FL | Charles Schwab
Glenn C Smith is a Financial Consultant at Charles Schwab serving Palm Beach Gardens, FL. Request an appointment or contact us today to speak with a financial consultant.
Understand returns on your investments over time and how they're contributing to your goals.
Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Schwab's Market Perspective | Charles Schwab
What might investors expect from the U.S. and international stock and bond markets in coming months? Here's a look at Schwab's perspective.
2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab
Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.
Making International Great Again? | Charles Schwab
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
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.