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• Michael Townsend | Charles Schwab

  As Managing Director of Legislative and Regulatory Affairs, Michael is Charles Schwab's Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers. He hosts Schwab's WashingtonWise podcast.

• Jeffrey Kleintop | Charles Schwab

  Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.

• Liz Ann Sonders | Charles Schwab

  Liz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. She cohosts Schwab's I podcast.

• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.

• 2Q25 Earnings: The Beat Goes On? | Charles Schwab

  The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• New Contribution and Gifting Limits for 2025 | Charles Schwab

  Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Discover what else is new for contribution and gifting limits in 2025.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• Find a Consultant | Charles Schwab

  Search by last name or location and find a Schwab consultant to help you reach your financial goals.