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Rob Williams, CFP, RICP, CPWA, is Managing Director of Financial Planning, Retirement Income, and Wealth Management for the Schwab Center for Financial Research. He and his team develop and deliver research, commentary, and advice on financial planning, income planning, and wealth management. This information includes key topics to assist individual investors and advisors to continue to grow, but also protect and use, wealth, during their life and legacy.
Kevin Gordon is a Director and Senior Investment Strategist and is the research associate for Schwab's Chief Investment Strategist Liz Ann Sonders. In addition to analyzing the U.S. economy and stock market for Schwab's clients, he helps develop deep-dive projects as well as content for Schwab's public website, internal business partners, and social media outlets.
President and CEO
Investment Products – Blended Strategy | Charles Schwab
Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.
How Do You Save for Vacations & Travel? | Charles Schwab
Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future.
Pledged Asset Line® Frequently Asked Questions | Schwab Bank
While a pledged asset line is a line of credit, it lets you leverage collateral for that credit in a unique way. Understand more about pledged asset lines.
Forms & Applications | Charles Schwab
Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.
Learn more about Schwab’s trading tools and services for online trading, including trading specialists that provide market trading help and support.
WashingtonWise | Charles Schwab
Host Mike Townsend focuses a non-partisan eye on news and policies from Washington that impact investors, and his guests offer actionable ideas for your portfolio.
Learn ways to minimize taxable income by maximizing your tax deductions and credits.