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Kathy Cashatt | Charles Schwab
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment and financial planning topics, Kathy works closely with clients to evaluate their most important financial planning needs. Kathy can help clients build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab
Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.
Read our take on the stock market through a sector lens.
Save for retirement and prepare for how you'll spend your money once you retire.
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Learn about options trading, from how to place your first options trade to more advanced topics.
Not by a Long Shot: With Guests Katia Jordan & Craig Fox | Charles Schwab
Why do we have trouble estimating the odds of rare events?
Cents & Sensibility: With Guests Melina Palmer & Devin Pope | Charles Schwab
Why do tiny gaps near round numbers alter how we perceive value? Learn how small thresholds can drive big differences in decision-making.
Your Guide to Bond Taxes | Charles Schwab | Charles Schwab
Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.
Margin Loan Risks & Benefits | Charles Schwab
Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.