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• Nathan Peterson | Charles Schwab

  Nate Peterson is Director of Derivatives Analysis for the Schwab Center for Financial Research. He is primarily responsible for options-related client education, market analysis and reporting.

• Michael Iachini | Charles Schwab

  Michael Iachini, CFA, CFP, is Managing Director and Head of Manager Research for the Schwab Center for Financial Research. He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments.

• Performance Stock | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.

• Tiffany Wax | Charles Schwab

  Tiffany Wax is a senior team manager for the Financial Crimes Awareness Team within Schwab’s Financial Crimes Risk Management organization.Tiffany leads a team responsible for researching current fraud and security trends and threats and educating clients to better protect themselves from threats.Tiffany is a Florida Bar attorney, a Certified Anti-Money Laundering Specialist, a Certified Fraud Examiner, and a member of the International Association of Financial Crimes Investigators.

• thinkorswim Demos | Charles Schwab

  Learn how to use the suite of thinkorswim trading platforms.

• Stocks Plunge After Fed Outlook Disappoints | Charles Schwab

  U.S. stocks retreated as the Fed indicated it likely would lower rates only twice in 2025. The Dow dropped more than 1,000 points, and the S&P slid almost 3%. The Nasdaq lost 3.6%.

• Government Policy | Charles Schwab

  Understand how policy decisions coming out of Washington may impact financial markets and your investments.

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Charitable Giving | Charles Schwab

  Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.

• Retirement Income | Charles Schwab

  Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.