Rob Williams

Managing Director of Financial Planning, Retirement Income and Wealth Management at Charles Schwab
On the record
Represented by:
Bio

Rob leads a research team that provides thought-leadership, research and commentary to Schwab clients and representatives on a range of wealth management topics, including goal-based planning, investment management, insurance and risk management, estate planning, fixed income investing, and retirement income and income planning. He writes and speaks on these topics in variety of forums, to Schwab clients, representatives, and advisors.

Recent Quotes
Sign up to view all
  • Retirement is something people have worked for their whole life and they prepare for it, but often leading into retirement there's this sudden fear and uncertainty about preparation.

    6 March 2021
  • If investors make sure they have the right mix of cash, high-quality bonds and stocks, the diversification can cushion any blows. What's more, taking these measures now means that retirees will have to worry less about selling investments down the road.

    3 March 2018
  • Another option, known as "tapping principal," happens when investors look at rebalancing the portfolio with an eye toward selling investments to access some of their principal. Think of it instead as tapping all sources of return from your portfolio.

    25 January 2018
Employment
Sign up to view all
  • Charles Schwab
    Managing Director of Financial Planning, Retirement Income and Wealth Management
Popularity