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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.
Consider a trust to help manage and distribute assets during your lifetime and for future generations.
Understand the risks of trading on the margin so you can make informed trading decisions.
Diversification | Charles Schwab
Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.
Apply for a Mortgage | Charles Schwab
Apply for a mortgage through Schwab Bank's home loan program provided by Rocket Mortgage to get a home loan designed for your needs.
Schwab Starter Kit™ | Charles Schwab
Start investing today with the Schwab Starter Kit. Get $50 invested equally in the top 5 stocks. Learn how to manage with tools and resources provided!
Chris Waterbury | Charles Schwab
Chris Waterbury is a Derivatives Manager on the Schwab Derivatives team based in Lone Tree, Colorado. In his years with Schwab, Chris's expertise has grown to include equities, futures, and options product offering.
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.
Fixed Income Investments | Charles Schwab
Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.
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.