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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.
Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.
Emre Erdogan, CFA, is Managing Director and Head of Quantitative Innovation for Schwab Asset Management. He leads the Quantitative Innovation Team, which uses quantitative and qualitative research to design and implement investment solutions.
Seth McMoore is a Senior Researcher in the Multi-Asset Quantitative Solutions team at Schwab Asset Management. He focuses on long-term capital market expectations and multi-asset research. In addition to his research, Seth maintains the data infrastructure for the Multi-Asset Quantitative Solutions team and produces capital market expectations content for internal and external business partners.
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.
Get tips and advice on saving for retirement, life goals, and emergencies.
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.
Kids & Money: Making It Real in a Digital World | Charles Schwab
With kids so comfortable online, parents have an opportunity to use the digital world to help teach their kids traditional money skills. Here's how.