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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.
Tiffany Wax is a senior team manager for the Financial Crimes Awareness Team within Schwab’s Financial Crimes Risk Management organization.Tiffany leads a team responsible for researching current fraud and security trends and threats and educating clients to better protect themselves from threats.Tiffany is a Florida Bar attorney, a Certified Anti-Money Laundering Specialist, a Certified Fraud Examiner, and a member of the International Association of Financial Crimes Investigators.
Understand returns on your investments over time and how they're contributing to your goals.
Help stay on track with your investment goals by maintaining your original asset allocation or making adjustments to reflect changes in your risk profile.
Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Understand how and when to use orders to buy and sell a security, including market, limit, and stop orders.
Read our take on current events and their impact on commodities markets.
Find out more about investing in REITs and the impact of real estate on the markets.
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