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Ben Watson has been in the financial industry since 2005. He has a broad knowledge base and focuses on advanced educational topics such as Technical Analysis, Stocks, Intermarket Analysis, and ETFs.
James Boyd is a Senior Manager of Schwab Trader Education. He focuses mainly on technology, commodities and momentum-based trading strategies and how to read price action, trend reversals, and breakouts. He has over 20 years of investment experience.
Understand the potential financial loss of investment decisions and how that may affect your portfolio.
Learn about exchange-traded funds and how they may benefit your portfolio.
Learn about strategies related to keeping cash as an investment.
Schwab Intelligent Portfolios Compare Us | Charles Schwab
Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.
Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.
Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Think through how you would like your investments and other assets distributed to your heirs.