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The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab
Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.
Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab
Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.
Understand the potential financial loss of investment decisions and how that may affect your portfolio.
Learn about exchange-traded funds and how they may benefit your portfolio.
Learn about strategies related to keeping cash as an investment.
What Is an Options Spread Trade? | Charles Schwab
Curious what an options spread trade is? Discover the basics, benefits, and risks of an options spread trade and ways to put on a spread trade.
What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab
Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.
The Benefits of Avoiding Probate | Charles Schwab
Probate court can help ensure a fair distribution of your assets, but it has many drawbacks. Here's what you should know about avoiding probate.
Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.
Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.