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Understand returns on your investments over time and how they're contributing to your goals.
Help stay on track with your investment goals by maintaining your original asset allocation or making adjustments to reflect changes in your risk profile.
President and CEO
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.
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.
List of mutual funds, income mutual funds and ETF list | Charles Schwab
Find quality mutual funds and ETFs with a Charles Schwab Select List®. Lists of prescreened, no-load mutual funds and low cost ETFs in over 65 categories.
Michael Zarembski | Charles Schwab
Michael Zarembski is a Director at Charles Schwab and is involved in a wide variety of futures-related operational matters and educational content. Michael has over 30 years of futures industry experience, including 9 years as a market maker at the Mid-America Commodity Exchange (MidAm) and the Chicago Board of Trade (CBOT). Mike also is a co-author of "Looking to the Futures", the futures market newsletter at Charles Schwab.
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.
Investment Products | Charles Schwab
Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.
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.