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WashingtonWise | Charles Schwab
Host Mike Townsend focuses a non-partisan eye on news and policies from Washington that impact investors, and his guests offer actionable ideas for your portfolio.
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.
James Boyd is a Senior Manager of Schwab Trader Education. He focuses mainly on technology, commodities and momentum-based trading strategies and how to read price action, trend reversals, and breakouts. He has over 20 years of investment experience.
Ben Watson has been in the financial industry since 2005. He has a broad knowledge base and focuses on advanced educational topics such as Technical Analysis, Stocks, Intermarket Analysis, and ETFs.
Learn how automated investing may help you reach your investment goals.
Help stay on track with your investment goals by maintaining your original asset allocation or making adjustments to reflect changes in your risk profile.
Understand returns on your investments over time and how they're contributing to your goals.
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.
Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
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