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Kathy Cashatt | Charles Schwab
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment and financial planning topics, Kathy works closely with clients to evaluate their most important financial planning needs. Kathy can help clients build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Types of Brokerage Accounts | Charles Schwab
What type of brokerage account will suit your needs? Read about types of brokerage accounts and the difference between individual and joint brokerage accounts.
Read our take on the stock market through a sector lens.
Learn about options trading, from how to place your first options trade to more advanced topics.
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Save for retirement and prepare for how you'll spend your money once you retire.
Margin Loan Risks & Benefits | Charles Schwab
Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.
Congress Approves Massive Tax and Spending Bill | Charles Schwab
Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.
Learn how annuities work and their potential costs and benefits.
EPS, or "earnings per share" gives you an idea of how profitable a company is. It's a simple calculation, but there's more to understanding EPS than just the math.