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Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.
Rob Fleming is a senior market analyst for the Schwab Center for Financial Research. He is primarily responsible for market analysis and reporting, and market-related education.
Sector Index Funds and Concentration Risk | Charles Schwab
In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.
Bidder Beware: With Guests Max Bazerman & Glenye Cain Oakford | Charles Schwab
Suppose you just won a hotly contested auction. How likely is it that you got a good deal?
Teaching Financial Literacy to Grandkids | Charles Schwab
Learn four ways grandparents can pass along financial knowledge on to the next generation to create a lasting bond and to help foster financial literacy.
The Estate Tax and Lifetime Giving | Charles Schwab
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Traveling? Medicare Might Not Cover You | Charles Schwab
Does Medicare cover international travel? Discover three ways Medicare can fall short when traveling internationally—and how to fill health care gaps.
Become a Better Money Manager | Charles Schwab
Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.
Benefits of Tax-loss Harvesting | Charles Schwab
With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.
Schwab's quarterly magazine for clients invested in their financial futures