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With nearly 25 years at Schwab, Kevin focuses on helping clients develop and hone their trading skills. The most gratifying part of his job is helping traders filter through the noise of the market to better understand how their own emotions can affect their trading success.
Learn about a 529 college savings plan, Coverdell Education Savings Account (ESA), and custodial accounts, plus tips on saving and paying for college.
What is Cost Basis and How Does It Work? | Charles Schwab
What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.
Markets and Economy | Charles Schwab
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
How Tomorrow Feels Today | Charles Schwab
Whether expecting joy or despair, we tend to overestimate the long-term emotional impact of life events.
When Markets Dip, Don't Drop Out | Charles Schwab
An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.
Kathy Jones is Managing Director and Chief Fixed Income Strategist for the Schwab Center for Financial Research. She is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public. She cohosts Schwab's On Investing podcast.
What to Know About the Five-Year Rule for Roths | Charles Schwab
There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.