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• Fixed Income | Charles Schwab

  Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.

• Tax Planning | Charles Schwab

  Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.

• Establish a Schwab Company Retirement Account Master Account

  Schwab Company Retirement Account Master Account please download and review the Schwab ERISA 408(b)(2) Fee Disclosure first, then download, print and submit the master account application....

• Chris Kawashima | Charles Schwab

  Chris Kawashima, CFP, is Director, Financial Planning, for the Schwab Center for Financial Research. He is responsible for researching financial planning and retirement income issues.

• Michelle Gibley | Charles Schwab

  Michelle Gibley, CFA, is Director of International Research for the Schwab Center for Financial Research. She analyzes, discusses, and writes commentary on international markets, trends, and events. Her work helps U.S. investors and advisors understand the significance and financial implications of global markets on investment planning.

• Nathan Peterson | Charles Schwab

  Nate Peterson is Director of Derivatives Analysis for the Schwab Center for Financial Research. He is primarily responsible for options-related client education, market analysis and reporting.

• Investments | Charles Schwab

  Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.

• Michael Iachini | Charles Schwab

  Michael Iachini, CFA, CFP, is Managing Director and Head of Manager Research for the Schwab Center for Financial Research. He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments.

• Susan Hirshman | Charles Schwab

  Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.

• Jeannie Bidner | Charles Schwab

  Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.