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Michael Townsend | Charles Schwab
As Managing Director of Legislative and Regulatory Affairs, Michael is Charles Schwab's Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers. He hosts Schwab's WashingtonWise podcast.
Jeffrey Kleintop | Charles Schwab
Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.
Onward Magazine: Fall 2024 Issue | Charles Schwab
Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.
Jay Hua | Financial Consultant in CA | Charles Schwab
Jay Hua is a Financial Consultant at Charles Schwab serving Irvine, CA. Request an appointment or contact us today to speak with a financial consultant.
Satisfaction Guarantee | Charles Schwab
The Satisfaction Guarantee for Schwab's participating Investment Advisory Services, part of our commitment to help you get the right guidance for your financial goals.
International | Charles Schwab
Stay up to date on commentary related specifically to international markets.
Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.
Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.
Understand how to manage credit card debt and understand credit scores.
Learn about mutual funds and how they differ from other investments such as ETFs.