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Kathy Jones is Managing Director and Chief Fixed Income Strategist for the Schwab Center for Financial Research. She is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public. She cohosts Schwab's On Investing podcast.
Learn ways to minimize taxable income by maximizing your tax deductions and credits.
How Can You Set the Right Financial Goals? | Charles Schwab
Mark Riepe is joined by guest Cindy Scott to discuss ways you can align your vision for the future with your values and plan a path to long-term financial success.
Lance Chuck | Financial Consultant in CA | Charles Schwab
Lance Chuck is a Financial Consultant at Charles Schwab serving San Ramon, CA. Request an appointment or contact us today to speak with a financial consultant.
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.
We offer industry-leading pricing, award-winning customer service, and a Satisfaction Guarantee—something no one else promises.
Why Are Munis Attractive Right Now? | Charles Schwab
Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.
The Fed Leaves Rates Unchanged: Our Analysis | Charles Schwab
Liz Ann Sonders and Kathy Jones analyze the latest signals from the Fed.
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.
Concentrating only on successes—the things that survive some selection process—often leads to faulty conclusions.