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Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.
Understand the potential financial loss of investment decisions and how that may affect your portfolio.
Michael Iachini | Charles Schwab
Michael Iachini, CFA, CFP, is Managing Director and Head of Manager Research for the Schwab Center for Financial Research. He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments.
Think through how you would like your investments and other assets distributed to your heirs.
Read our views on trends in the fixed income market.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Barbara Armstrong | Charles Schwab
Barbara has an Honors Business Degree. She loves coaching and teaching and is passionate about helping others develop the skills to manage their own financial future. Her areas of specialty include technical analysis, trend trading, options and the introduction of all of these concepts to those who are 'new' to investing.
Estate Planning | Charles Schwab
Make your wishes known with a clear estate plan.
Get tips and advice on saving for retirement, life goals, and emergencies.
Read our take on the stock market through a sector lens.