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Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
Jeannie Bidner | Charles Schwab
Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.
Susan Hirshman | Charles Schwab
Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.
Stock Options | Charles Schwab
Learn about stock options, like non-qualified stock options (NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price.
ETF (Exchange-Traded Fund) | Charles Schwab
New to ETFs or ETF investing? Charles Schwab provides exchange-traded funds and ETF tools to help you diversify your portfolio.
Dividend Reinvestment Plans | Charles Schwab
A DRIP allows investors to automatically reinvest the cash from a stock's dividend payments. Watch this video to learn how to enroll in a DRIP.
Trade execution quality | Charles Schwab
Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results.
Satisfaction Guarantee | Charles Schwab
The Satisfaction Guarantee for Schwab's participating Investment Advisory Services, part of our commitment to help you get the right guidance for your financial goals.
Liz Ann Sonders | Charles Schwab
Liz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. She cohosts Schwab's I podcast.