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Cooper Howard | Charles Schwab
Cooper Howard, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He provides analysis and investor education on fixed income markets with a focus on the municipal bond market. Cooper has been widely quoted in financial publications including The New York Times, Bloomberg, The Wall Street Journal, CNBC, and The Bond Buyer.
Austin Jarvis | Charles Schwab
Austin Jarvis, J.D., is Director of Estate Planning, Trust, and High-Net-Worth Tax for the Schwab Center for Financial Research. He provides analysis and insights on topics including foundational estate planning concepts, estate, gift and generation-skipping considerations, advanced charitable strategies, business succession, asset protection, and executive compensation.
Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
Are Digital Payments a Safer Way to Pay? | Charles Schwab
Digital payments boast security features that go above and beyond traditional payment methods. Compare common digital payment types and how safe they are.
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.
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Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Margin Loan Risks & Benefits | Charles Schwab
Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.
Find out more about investing in REITs and the impact of real estate on the markets.
Understand how and when to use orders to buy and sell a security, including market, limit, and stop orders.