Experts
Carrie Schwab Pomerantz
Chief Strategist, Consumer Education, Schwab & Co.
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What are the “must not’s” of personal investing?
"Never have more than 20% of an individual stock or industry in your portfolio." Read More
August 11, 2009 | In Business & Economics, Inspiration & Wisdom
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What is the state of the American Economy today?
Although the economy is in a scary time now, Schwab Pomerantz remains optimistic. Read More
April 3, 2008 | In Business & Economics
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How do you manage the work/life balance?
"I just don't," Schwab Pomerantz says. Read More
April 3, 2008 | In Inspiration & Wisdom
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What are the challenges to starting a new business?
One big challenge is finding an untapped niche. Read More
April 3, 2008 | In Business & Economics
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How do you lead as a woman in business?
Team work has always been a key factor in Schwab Pomerantz's career. Read More
April 3, 2008 | In Business & Economics
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How should new parents think about personal finance?
Start with a social security number. Read More
April 3, 2008 | In Business & Economics
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What's the benefit of starting to save for retirement as soon as you can?
"Young people have more time to weather the ups and downs of the stock market." Read More
April 3, 2008 | In Business & Economics, Inspiration & Wisdom
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When should people start to invest?
Schwab Pomerantz started investing with her sons when they were 12 years old. Read More
April 3, 2008 | In Business & Economics, Inspiration & Wisdom
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What is the issue with credit card debt in America?
Carrie Schwab Pomerantz on paying off your debt. Read More
April 3, 2008 | In Business & Economics
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"The best place to start for the young person or any person is an asset allocation mutual fund." Read More
April 3, 2008 | In Business & Economics
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Can the average American afford to save today?
It's a tough question, but every dollar saved helps. Read More
April 3, 2008 | In Business & Economics
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In a consumption-focused society, how can people be encouraged to save?
Schwab Pomerantz discusses compound growth and how a dollar today is worth more than a dollar tomorrow. Read More
April 3, 2008 | In Business & Economics
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What is involved in navigating personal finance today?
"25 years ago it was efficient to know how to balance your cheque book or how to manage a savings account, but today and Americans are having to navigate through an increasingly sophisticated products and services." Read More
April 2, 2008 | In Business & Economics
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What defines financial literacy?
"It is about how to budget your money and live within your means, it is about saving a certain portion of your income for your entire life." Read More
April 2, 2008 | In Business & Economics, Politics & Policy
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What is National Financial Literacy Month?
April is Financial Literacy month, "because it is an issue that we need to create more awareness and more ownership for within the family and within the workplace." Read More
April 2, 2008 | In Arts & Culture, Business & Economics
As chief strategist/consumer education for Charles Schwab & Co. Inc., Schwab Pomerantz is a leading advocate for individual investors. She speaks and writes extensively about personal finance issues and is a driving force in the movement to improve financial literacy in America. As president of the Charles Schwab Foundation, she also oversees the company's philanthropic strategy and resources.
With her father, company founder, chairman and CEO Charles R. Schwab, Schwab Pomerantz co-authored "It Pays to Talk: How to Have the Essential Conversations With Your Family About Money and Investing," which Publishers Weekly called "a well-rounded primer that provides one-stop shopping for the many phases of financial understanding and planning."
Schwab Pomerantz is a sought-after speaker whose public appearances have included appearances on "The Today Show," CNBC and NPR. In 2001, Working Woman magazine recognized her as one of four “Market Movers” in America who are “rewriting the rules of finance,” and she was also recognized as one of the “25 power Elite” in the financial services industry by Investment News. For four consecutive years, The San Francisco Business Times has named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business.
A graduate of the University of California, Berkeley, with a bachelor’s degree in Political Science, Schwab Pomerantz later earned a master’s degree in business administration from George Washington University. She holds NASD Series 7, 63 and 8 registrations.
