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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.
Should You Roll Over Your Retirement Account? | Charles Schwab
What options do you have when leaving a job where you hold an employer-sponsored retirement account?
Should You Trust Popular Trading Proverbs? | Charles Schwab
When navigating the world of stock trading, what kernels of truth can you take from some of the most ubiquitous trading proverbs?
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
Today's Stock Options Market Update | Charles Schwab
Schwab's daily stock options market update provides you with the latest activity, news, insights, and commentary from Schwab's top trading experts.
Midyear Outlook: Corporate Bonds and Muni Bonds | Charles Schwab
Collin Martin and Cooper Howard take a look at the state of the corporate bond and muni bond markets halfway through the year.
We offer industry-leading pricing, award-winning customer service, and a Satisfaction Guarantee—something no one else promises.
Does Your Inner Scorekeeper Skew Your Judgement? | Charles Schwab
How do mental scorecards shape your financial decisions? Professor Daniel Stone joins to unpack how reference points can shape risk, reward, and regret.
How Can You Build Your Pre-Retirement Checklist? | Charles Schwab
What do you need to take care of in the handful of years, months, and days before you retire?
Understanding Recent Volatility in the Bond Market | Charles Schwab
Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.