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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.
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.
Crypto Goes Mainstream: What Investors Should Know | Charles Schwab
Institutional adoption, greater regulatory clarity, and a growing awareness of blockchain technology’s potential are powering a shift in acceptance of digital assets. What’s next?
How to Store Estate Planning Documents | Charles Schwab
Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.
Options Exercise, Assignment & Expiration | Charles Schwab
Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.
Survey Says: With Guests W. Joseph Campbell & Emily Oster | Charles Schwab
One of the most common mistakes we make with data involves choosing the wrong population to study.
Cents & Sensibility: With Guests Melina Palmer & Devin Pope | Charles Schwab
Why do tiny gaps near round numbers alter how we perceive value? Learn how small thresholds can drive big differences in decision-making.
Navigating Tariffs & Inflation (With Dr. Richard Clarida) | Charles Schwab
Kathy Jones speaks with Dr. Richard Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the Federal Reserve.
Trustee vs. Beneficiary: 3 Ways to Reduce Conflict | Charles Schwab
Conflicts between beneficiaries and trustees could lead to a legal battle. Learn three ways to help keep the peace when setting up a trust.
Antonio Rodriguez | Financial Consultant in TX | Charles Schwab
Antonio Rodriguez is a Financial Consultant at Charles Schwab serving Southlake, TX. Request an appointment or contact us today to speak with a financial consultant.