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Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.
Stock Options | Charles Schwab
Learn about stock options, like non-qualified stock options (NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price.
Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.
Learn about mutual funds and how they differ from other investments such as ETFs.
Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
Understand how to manage credit card debt and understand credit scores.
Market Commentary | Charles Schwab
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
Chris Kawashima | Charles Schwab
Chris Kawashima, CFP, is Director, Financial Planning, for the Schwab Center for Financial Research. He is responsible for researching financial planning and retirement income issues.
Nathan Peterson | Charles Schwab
Nate Peterson is Director of Derivatives Analysis for the Schwab Center for Financial Research. He is primarily responsible for options-related client education, market analysis and reporting.