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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.
Trading Support | Charles Schwab
Strategize your next trade with the expertise of Schwab’s team of highly-trained trading specialists who share your passion for trading.
About Schwab Intelligent Portfolios | Charles Schwab
View Frequently Asked Questions on Schwab Intelligent Portfolios.
EPS, or "earnings per share" gives you an idea of how profitable a company is. It's a simple calculation, but there's more to understanding EPS than just the math.
Find ways to manage your cash flow and debt.
Financial Planning | Charles Schwab
Understand where you are today and create a roadmap to get you where you want to be.
Promises: Tariffs Hit Markets | Charles Schwab
The Trump Administration's plans to put tariffs on imports from Canada, Mexico, and China have the potential to dent economic growth, boost inflation, and raise uncertainty.
Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab
When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.
Registered Index-Linked Annuity Rates | Charles Schwab
Learn about the registered index-linked annuity (RILA) rates offered through Schwab.
Kathy Jones is Managing Director and Chief Fixed Income Strategist for the Schwab Center for Financial Research. She is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public. She cohosts Schwab's On Investing podcast.