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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.
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.
Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Item # MKT89014-00.indd Job # Page # CC267202 1 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE A M Studio Prev. Studio Nitsos, Kevin...simplify fund comparison and selection. Item # MKT89014-00.indd Job # Page # CC267202 2 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE...the Schwab Mutual Fund OneSource® Select List). Item # MKT89014-00.indd Job # Page # CC267202 3 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE...
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.
Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.
Learn about mutual funds and how they differ from other investments such as ETFs.
Michelle Gibley | Charles Schwab
Michelle Gibley, CFA, is Director of International Research for the Schwab Center for Financial Research. She analyzes, discusses, and writes commentary on international markets, trends, and events. Her work helps U.S. investors and advisors understand the significance and financial implications of global markets on investment planning.
Nathan Peterson | Charles Schwab
Nate Peterson is Director of Derivatives Analysis for the Schwab Center for Financial Research. He is primarily responsible for options-related client education, market analysis and reporting.
Chris Kawashima | Charles Schwab
Chris Kawashima, CFP, is Director, Financial Planning, for the Schwab Center for Financial Research. He is responsible for researching financial planning and retirement income issues.