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• Cooper Howard | Charles Schwab

  Cooper Howard, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He provides analysis and investor education on fixed income markets with a focus on the municipal bond market. Cooper has been widely quoted in financial publications including The New York Times, Bloomberg, The Wall Street Journal, CNBC, and The Bond Buyer.

• Austin Jarvis | Charles Schwab

  Austin Jarvis, J.D., is Director of Estate Planning, Trust, and High-Net-Worth Tax for the Schwab Center for Financial Research. He provides analysis and insights on topics including foundational estate planning concepts, estate, gift and generation-skipping considerations, advanced charitable strategies, business succession, asset protection, and executive compensation.

• Patrick Means | Charles Schwab

  Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.

• When Should I Start Saving for Retirement? | Charles Schwab

  Some pros say your early investing years are among the most critical, which can start with setting up a 401(k). Learn how to start saving for retirement.

• How to Protect Yourself From Check Fraud | Charles Schwab

  Criminals are going back to basics with paper check scams. Discover three steps to help protect yourself against check fraud.

• Trading | Charles Schwab

  Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results.

• Living in Retirement | Charles Schwab

  Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

• Find and Invest in Mutual Funds | Charles Schwab

  Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.

• What is Cryptocurrency & How Does It Work? (2025) | Charles Schwab

  What is cryptocurrency exactly? Discover how it works and the many types of cryptocurrencies, including the one that started it all: bitcoin.

• Municipal Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market.