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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.
Mark Riepe, CFA, leads the Schwab Center for Financial Research, which provides individual investors with quality research on key topics, including markets, the economy, retirement, taxes, financial planning, wealth management, and portfolio management. He hosts Schwab’s Financial Decoder podcast.
Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns....
What are stock options? Learn about NQSOs and ISOs | Charles Schwab
Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares....
Health Care Costs in Retirement: Are You Prepared? | Charles Schwab
Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement.
What to Know About Equity Compensation | Charles Schwab
key components of your equity compensation including: the type of equity award you have, how it's taxed, and how it fits into your financial plan....
When Should I Start Saving for Retirement? | Charles Schwab
early investing years are among the most critical, which can start with setting up a 401(k). Learn how to start saving for retirement....
Learn how automated investing may help you reach your investment goals.
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.
Tax Deductions & Tips | Charles Schwab
Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes....