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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.
Compare Our Intelligent Solutions | Charles Schwab
Automated investing plus human help when you need it. Discover which solution is right for you.
Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab
Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.
Schwab's quarterly magazine for clients invested in their financial futures
Consider a trust to help manage and distribute assets during your lifetime and for future generations.
Get tips and advice on saving for retirement, life goals, and emergencies.
Keep up to date on issues impacting stock investments.
4 Borrowing Strategies to Consider for Big Expenses | Charles Schwab
Using debt strategically, and wisely, can help you achieve important financial goals or cover an unexpected expense. Learn about four loan types.
The Business of Consulting | Charles Schwab
If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.
Chris Waterbury | Charles Schwab
Chris Waterbury is a Derivatives Manager on the Schwab Derivatives team based in Lone Tree, Colorado. In his years with Schwab, Chris's expertise has grown to include equities, futures, and options product offering.