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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.
Fundamental Analysis | Charles Schwab
Examine economic and financial factors to estimate a security's value.
Portfolio Management | Charles Schwab
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
Take your trading to the next level
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Read our take on the stock market through a sector lens.
Learn how annuities work and their potential costs and benefits.
How Much "Tech" Do You Own? | Charles Schwab
Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
EPS, or "earnings per share" gives you an idea of how profitable a company is. It's a simple calculation, but there's more to understanding EPS than just the math.
Brayton Brandt | Charles Schwab
As a Research Analyst for the Schwab Center for Financial Research (SCFR), Brayton provides investment research and thought leadership for Schwab clients and advisors, including timely and relevant charts on a variety of investing and wealth management topics.