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• 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.

• Inside the Mind of a Trader | Charles Schwab

  A new take on a financial talk show, Inside the Mind of a Trader can help you discover ways you might apply the thinking of brilliant traders to your own strategies.

• Cost Basis | Charles Schwab

  Understand cost basis and any tax implications, so you can manage your tax liability.

• Schwab Coaching | Overview | Charles Schwab

  Join our Education Coaches as they teach and demonstrate how to apply investing and trading principles in current marketing conditions on topics ranging from stocks, options, futures, technical analysis, fundamental analysis, portfolio management and much more.

• What is the VIX and How to Trade VIX ETFs | Charles Schwab

  Want answers to what is the VIX and how to trade VIX ETFs? Learn the basics of the VIX, how to access the VIX through futures contracts, and more.

• 4 Paths to a Roth IRA for High-Income Earners | Charles Schwab

  Roth IRA income limits can keep high earners from enjoying the tax benefits of this coveted retirement account. Explore four ways to contribute to a Roth.

• Certification for Late Rollover Contributions | Charles Schwab

  Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.

• Understanding the Gamma Squeeze | Charles Schwab

  Learn how a gamma squeeze combines retail call buying, a rally in the stock, and stock buying via market makers to hedge exposure, forcing the stock price up.