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• Emre Erdogan | Charles Schwab

  Emre Erdogan, CFA, is Managing Director and Head of Quantitative Innovation for Schwab Asset Management. He leads the Quantitative Innovation Team, which uses quantitative and qualitative research to design and implement investment solutions.

• Joseph Reyes | Charles Schwab

  Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.

• Mark Riepe | Charles Schwab

  Mark Riepe, CFA, leads the Schwab Center for Financial Research, which provides individual investors with quality research on key topics, including markets, the economy, retirement, taxes, financial planning, wealth management, and portfolio management. He hosts Schwab’s Financial Decoder podcast.

• Emily Doak | Charles Schwab

  Emily Doak, CFA, is Director of EFT and Index Fund Research. She is a member of Schwab Center for Financial Research's investment manager research team, where she leads the team that examines passive investment strategies.

• D.J. Tierney | Charles Schwab

  D.J. Tierney is a Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management™. D.J. Tierney is primarily focused on representing Schwab Personalized Indexing™, Schwab ETFs, and Schwab index mutual funds to clients, advisers, sales channels, and the media. He partners with other Schwab teams to optimize the firm’s indexed offerings and to create educational and market strategy content.

• Caleb Lund | Charles Schwab

  Caleb is Director of the Charitable Strategies Group at DAFgiving360™. He oversees the specialized team that conducts due diligence review of complex non-cash assets and educates advisors and donors on tax and legal issues associated with such assets.

• Understanding Portfolio Margin | Charles Schwab

  Qualified traders have access to portfolio margin, which can offer a way to increase a trader's available budget.

• https://www.schwab.com/public/file/P-6425878/

• Onward | Charles Schwab

  Schwab's quarterly magazine for clients invested in their financial futures

• Why Diversification Matters | Charles Schwab

  Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.