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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.
Learn how automated investing may help you reach your investment goals.
President and CEO
Investment Products | Charles Schwab
Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.
Mortgage – Apply for mortgages at low interest rates | Schwab Bank
Do you need mortgage loans at low-interest rates? Explore competitive mortgage interest rates for home loans and get started in applying for a mortgage.
WashingtonWise | Charles Schwab
Host Mike Townsend focuses a non-partisan eye on news and policies from Washington that impact investors, and his guests offer actionable ideas for your portfolio.
Certification for Late Rollover Contributions | Charles Schwab
Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.
Learn ways to minimize taxable income by maximizing your tax deductions and credits.
Schwab Coaching | Overview | Charles Schwab
Join our Education Coaches as they teach and demonstrate how to apply investing and trading principles in current marketing conditions on topics ranging from stocks, options, futures, technical analysis, fundamental analysis, portfolio management and much more.
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.