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Think through how you would like your investments and other assets distributed to your heirs.
Rob Fleming is a senior market analyst for the Schwab Center for Financial Research. He is primarily responsible for market analysis and reporting, and market-related education.
Schwab's quarterly magazine for clients invested in their financial futures
Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.
Schwab Mobile App | Charles Schwab
Discover how some of the most popular tools and features of the Schwab Mobile app can help you simplify your financial life.
Take your trading to the next level
Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.
Emre Erdogan, CFA, is Managing Director and Head of Quantitative Innovation for Schwab Asset Management. He leads the Quantitative Innovation Team, which uses quantitative and qualitative research to design and implement investment solutions.
Get tips and advice on saving for retirement, life goals, and emergencies.
Caleb is Director of the Charitable Strategies Group at DAFgiving360™. He oversees the specialized team that conducts due diligence review of complex non-cash assets and educates advisors and donors on tax and legal issues associated with such assets.