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• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.

• Emily Doak | Charles Schwab

  Emily Doak, CFA, is Director of EFT and Index Fund Research. She is a member of Schwab Center for Financial Research's investment manager research team, where she leads the team that examines passive investment strategies.

• Futures Around the Clock Trading | Charles Schwab

  Take advantage of Schwab's around-the-clock futures market trading hours with powerful tools like thinkorswim® and specialized trading support.

• Planning for Diminished Capacity | Charles Schwab

  Learn more about the preparation process to help you and your family should you ever have diminished financial capacity....

• Best Interest Disclosure | Charles Schwab

  This document describes how we interact with you when we make recommendations when acting as a broker-dealer....

• 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.

• Philip Kendall | Charles Schwab

  Phil has more than 20 years of experience within investment management and financial services, including financial planning. He currently leads the Wealth Services team that is responsible for overall relationship management of ultra-high-net-worth clients. Prior to joining Schwab in 2009, he held roles in equity trading, investment management, and client management.

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• Invested in the Game | Schwab Golf

  Invested in the Game podcast.

• Charles Schwab, Logica Research

  stock market ©2020 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. 4 Q.6: How are you feeling about each of the following for 2021? (Base: Total= 1,000) Optimistic about… 74%...Q.13: Once we emerge from the COVID-19 pandemic, which of the following best describes your attitude toward your lifestyle? (Base: Total = 1,000) Will go back to living and spending same as before...mentions. (Base: Total = 1,000) Q.37: Which of the following best describes how you assess risk factors when you’re deciding how to invest? (Base: Those who invest = 476) Increase savings in case of an...