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• 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.

• Michelle Gibley | Charles Schwab

  Michelle Gibley, CFA, is Director of International Research for the Schwab Center for Financial Research. She analyzes, discusses, and writes commentary on international markets, trends, and events. Her work helps U.S. investors and advisors understand the significance and financial implications of global markets on investment planning.

• 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.

• Charles Schwab Bank & Lending Products | Charles Schwab

  Explore banking products and offerings from Schwab Bank, including our checking account with no ATM fees worldwide.

• 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.

• Q1 Retail Earnings in Uncertain Year | Charles Schwab

  While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

• 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.

• International | Charles Schwab

  Stay up to date on commentary related specifically to international markets.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• 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.