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Susan Hirshman | Charles Schwab
Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.
Jeffrey Kleintop | Charles Schwab
Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.
Liz Ann Sonders | Charles Schwab
Liz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. She cohosts Schwab's I podcast.
Financial Planning | Charles Schwab
Understand where you are today and create a roadmap to get you where you want to be.
Learn about a 529 college savings plan, Coverdell Education Savings Account (ESA), and custodial accounts, plus tips on saving and paying for college.
Open a Schwab account online | Charles Schwab
Open a Schwab account online today to start saving, trading or investing. We offer brokerage, IRA, checking and Schwab Intelligent Portfolios online.
Understand the potential financial loss of investment decisions and how that may affect your portfolio.
Take advantage of the award-winning thinkorswim® platform suite and all its cutting-edge tools, now exclusively at Schwab.
Rebalancing in Action | Charles Schwab
Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.
Think through how you would like your investments and other assets distributed to your heirs.