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Michael Iachini | Charles Schwab
Michael Iachini, CFA, CFP, is Managing Director and Head of Manager Research for the Schwab Center for Financial Research. He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments.
Jeannie Bidner | Charles Schwab
Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.
Brokerage account | Charles Schwab
Open a Schwab brokerage account and invest in financial products like stocks and mutual funds. You can manage your brokerage account with different trading platforms and education.
Corporate Bonds: Mid-Year Outlook [2025] | Charles Schwab
What’s next for investment-grade and high-yield corporate bonds in the second half of 2025? Here’s what fixed income investors should look out for.
Durable Power of Attorney For New York State Only
APP114024NY-01
Are Municipal Bonds Tax Free? | Charles Schwab
Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.
Barbara Armstrong | Charles Schwab
Barbara has an Honors Business Degree. She loves coaching and teaching and is passionate about helping others develop the skills to manage their own financial future. Her areas of specialty include technical analysis, trend trading, options and the introduction of all of these concepts to those who are 'new' to investing.
Mathias Picot | Financial Consultant in CA | Charles Schwab
Mathias Picot is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.
Small Business | Charles Schwab
Understand how to choose which retirement plan fits your business, and money management tips for side gigs and freelance work.