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Kathy Cashatt | Charles Schwab
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment and financial planning topics, Kathy works closely with clients to evaluate their most important financial planning needs. Kathy can help clients build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
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.
Out of Focus: With Guests Dolly Chugh, Max Bazerman & Mark Pendergrast | Charles Schwab
People overlook important information—even when it's easily accessible or, in hindsight, downright obvious.
Strategic Borrowing in Short-Term Financing | Charles Schwab | Charles Schwab
Despite today's relatively high rates, asset-backed borrowing could still make sense to meet your short-term liquidity needs.
Learn about options trading, from how to place your first options trade to more advanced topics.
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Save for retirement and prepare for how you'll spend your money once you retire.
Read our take on the stock market through a sector lens.
Take your trading to the next level
Heather O'Leary | Charles Schwab
Heather O'Leary is a Senior Global Investment Research Analyst at Charles Schwab & Co. She is responsible for global market and economic data analysis to develop insights and create material for written publications, keynote presentations, and social media content produced by the Global Investment Strategy team.