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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.
Kevin Gordon is a Director and Senior Investment Strategist and is the research associate for Schwab's Chief Investment Strategist Liz Ann Sonders. In addition to analyzing the U.S. economy and stock market for Schwab's clients, he helps develop deep-dive projects as well as content for Schwab's public website, internal business partners, and social media outlets.
Three Ways to Get Out of Debt | Charles Schwab
Trying to get out of debt can feel overwhelming, but it is possible. Learn three potential strategies you can use to pay off debt.
Stock Analysis Using the P/E Ratio | Charles Schwab
Find out what traders should look for and look out for with the price-to-earnings ratio (P/E ratio).
Following Record High, Market Faces Jobs Parade | Charles Schwab
Jobs data dominate a holiday-shortened week, highlighted by Thursday's June payrolls. Stocks hit new record highs Friday despite trade tension with Canada. Powell talks tomorrow.
Net Investment Income Tax | Schwab
As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.
WashingtonWise | Charles Schwab
Host Mike Townsend focuses a non-partisan eye on news and policies from Washington that impact investors, and his guests offer actionable ideas for your portfolio.