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Kevin Gordon is a Director and Senior Investment Strategist and is the research associate for Schwab's Chief Investment Strategist Liz Ann Sonders. In addition to analyzing the U.S. economy and stock market for Schwab's clients, he helps develop deep-dive projects as well as content for Schwab's public website, internal business partners, and social media outlets.
Nathan Bubash | Financial Consultant in IN | Charles Schwab
Nathan Bubash is a Financial Consultant at Charles Schwab serving Indianapolis, IN. Request an appointment or contact us today to speak with a financial consultant.
Tiffany Wax is a senior team manager for the Financial Crimes Awareness Team within Schwab’s Financial Crimes Risk Management organization.Tiffany leads a team responsible for researching current fraud and security trends and threats and educating clients to better protect themselves from threats.Tiffany is a Florida Bar attorney, a Certified Anti-Money Laundering Specialist, a Certified Fraud Examiner, and a member of the International Association of Financial Crimes Investigators.
Countdown for Gift and Estate Tax Exemptions | Charles Schwab
gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare...
President and CEO
Costly 529 College-Saving Mistakes | Charles Schwab
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.
About the Author | Charles Schwab
economics from Stanford University and a master of business administration degree from Stanford Graduate School of Business. He started the San Francisco–based Charles Schwab Corporation in 1971 as a traditional...
What is a Prenup and Why Do I Need It? | Charles Schwab
There are a lot of positives to prenups—but what is a prenup, exactly? Learn how a prenup works and how it may help protect you in the event of divorce.
What are Meme Coins? Uses and Risks to Know About | Charles Schwab
Meme coins are a type of cryptocurrency, but they're typically created out of novelty rather than an investment.
Jess Carr | Financial Consultant in IL | Charles Schwab
Jess Carr is a Financial Consultant at Charles Schwab serving Naperville, IL. Request an appointment or contact us today to speak with a financial consultant.