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Caleb is Director of the Charitable Strategies Group at DAFgiving360™. He oversees the specialized team that conducts due diligence review of complex non-cash assets and educates advisors and donors on tax and legal issues associated with such assets.
Diversification | Charles Schwab
Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.
Social Security | Charles Schwab
Understand how Social Security works and when you should consider taking it.
Estate Planning | Charles Schwab
Make your wishes known with a clear estate plan.
Michelle Gibley | Charles Schwab
Michelle Gibley, CFA, is Director of International Research for the Schwab Center for Financial Research. She analyzes, discusses, and writes commentary on international markets, trends, and events. Her work helps U.S. investors and advisors understand the significance and financial implications of global markets on investment planning.
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.
Collin Martin | Charles Schwab
Collin Martin, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets.
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.
Cameron May is a Senior Manager of Schwab Trader Education. He has 25 years of investment experience. He made the move to education in 2005 and has since taught tens of thousands of investors in topics such as Value, Growth, Income Investing, Portfolio Management, Technical Analysis, and Options Trading.
Innovative Platforms & Tools | Charles Schwab
We are committed to providing a best-in-class trading experience with ongoing enhancements to our platforms and tools.