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On Your Side: Investing Solutions to Help You | Charles Schwab
Charles Schwab introduces a new offering to help you "Own Your Tomorrow," whatever the market environment. Learn more about Your guide to everything we offer.
Collin Martin | Charles Schwab
Collin Martin, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets.
Austin Jarvis | Charles Schwab
Austin Jarvis, J.D., is Director of Estate Planning, Trust, and High-Net-Worth Tax for the Schwab Center for Financial Research. He provides analysis and insights on topics including foundational estate planning concepts, estate, gift and generation-skipping considerations, advanced charitable strategies, business succession, asset protection, and executive compensation.
Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
Cooper Howard | Charles Schwab
Cooper Howard, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He provides analysis and investor education on fixed income markets with a focus on the municipal bond market. Cooper has been widely quoted in financial publications including The New York Times, Bloomberg, The Wall Street Journal, CNBC, and The Bond Buyer.
Learn about a 529 college savings plan, Coverdell Education Savings Account (ESA), and custodial accounts, plus tips on saving and paying for college.
Find ways to manage your cash flow and debt.
Understand how insurance may help protect you, your family, and your investments.
Prepare for home ownership, including a first or second home.
Understand returns on your investments over time and how they're contributing to your goals.