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Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.
Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.
Retirement Income | Charles Schwab
Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.
Emily Doak, CFA, is Director of EFT and Index Fund Research. She is a member of Schwab Center for Financial Research's investment manager research team, where she leads the team that examines passive investment strategies.
Mark Riepe, CFA, leads the Schwab Center for Financial Research, which provides individual investors with quality research on key topics, including markets, the economy, retirement, taxes, financial planning, wealth management, and portfolio management. He hosts Schwab’s Financial Decoder podcast.
Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results.
With nearly 25 years at Schwab, Kevin focuses on helping clients develop and hone their trading skills. The most gratifying part of his job is helping traders filter through the noise of the market to better understand how their own emotions can affect their trading success.
Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Certificate of Deposit | Charles Schwab
A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.
Learn about a 529 college savings plan, Coverdell Education Savings Account (ESA), and custodial accounts, plus tips on saving and paying for college.