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Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Sector Index Funds and Concentration Risk | Charles Schwab
In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.
Security Knowledge Center | SchwabSafe | Charles Schwab
Charles Schwab Security Knowledge Center: how-to guides, tips and more to help you stay safe online.
Save for retirement and prepare for how you'll spend your money once you retire.
Read our take on the stock market through a sector lens.
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.
Where personal finance gets personal
Philip Kendall | Charles Schwab
Phil has more than 20 years of experience within investment management and financial services, including financial planning. He currently leads the Wealth Services team that is responsible for overall relationship management of ultra-high-net-worth clients. Prior to joining Schwab in 2009, he held roles in equity trading, investment management, and client management.
Brayton Brandt | Charles Schwab
As a Research Analyst for the Schwab Center for Financial Research (SCFR), Brayton provides investment research and thought leadership for Schwab clients and advisors, including timely and relevant charts on a variety of investing and wealth management topics.