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Philip Kendall | Charles Schwab
Phil has more than 20 years of experience within investment management and financial services, including financial planning. He currently leads the Wealth Services team that is responsible for overall relationship management of ultra-high-net-worth clients. Prior to joining Schwab in 2009, he held roles in equity trading, investment management, and client management.
Brayton Brandt | Charles Schwab
As a Research Analyst for the Schwab Center for Financial Research (SCFR), Brayton provides investment research and thought leadership for Schwab clients and advisors, including timely and relevant charts on a variety of investing and wealth management topics.
Take your trading to the next level
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.
Apply for a Mortgage | Charles Schwab
Apply for a mortgage through Schwab Bank's home loan program provided by Rocket Mortgage to get a home loan designed for your needs.
Cash Investments – Sweeps, CDs, Money Market Funds & More | Charles Schwab
Cash can play different roles based on your financial strategy. Our solutions fall under two categories: savings and investment cash and everyday cash.
Discover how research tools may help you spend less effort getting the information you want and more time acting on it.
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.
Collin Martin | Charles Schwab
Collin Martin, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets.