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Rob Fleming is a senior market analyst for the Schwab Center for Financial Research. He is primarily responsible for market analysis and reporting, and market-related education.
How to add a trusted contact or a beneficiary | Charles Schwab
Make sure we can reach you if needed, and make sure your wishes are known.
Think through how you would like your investments and other assets distributed to your heirs.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Schwab's quarterly magazine for clients invested in their financial futures
D.J. Tierney is a Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management™. D.J. Tierney is primarily focused on representing Schwab Personalized Indexing™, Schwab ETFs, and Schwab index mutual funds to clients, advisers, sales channels, and the media. He partners with other Schwab teams to optimize the firm’s indexed offerings and to create educational and market strategy content.
Mark Riepe, CFA, leads the Schwab Center for Financial Research, which provides individual investors with quality research on key topics, including markets, the economy, retirement, taxes, financial planning, wealth management, and portfolio management. He hosts Schwab’s Financial Decoder podcast.
Emily Doak, CFA, is Director of EFT and Index Fund Research. She is a member of Schwab Center for Financial Research's investment manager research team, where she leads the team that examines passive investment strategies.
Emre Erdogan, CFA, is Managing Director and Head of Quantitative Innovation for Schwab Asset Management. He leads the Quantitative Innovation Team, which uses quantitative and qualitative research to design and implement investment solutions.
Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.