NEWS & RESOURCES
DOWNLOAD FREE BROCHURES, REPORTS, AND MORE
NEWS & INSIGHTS
A Different Kind of Relationship:
Explore how independent advisors might work with investors to provide tailored solutions to their complex financial needs.
A Winning Relationship:
Learn how your investment advisor’s expertise and Schwab’s custody services come together to support your goals.
How Client Assets Are Protected at Schwab:
Learn all the methods used to protect your assets, including the appropriate actions taken to give clients peace of mind.
Benefits of Independent Advisors:
Explore the five key benefits to working with independent financial advisors (IFAs) and leveraging their expertise.
A Winning Relationship:
Learn how an Independent Register Investment Advisor (RIA) can give you objective, sophisticated financial expertise.
Tariffs:
Offers helpful insights on U.S. tariffs, trade patterns, economic impacts, and historical revenue trends.
Dividends:
Provides comprehensive analysis of dividends in the context of the S&P 500 Index and U.S. Treasury yields, highlighting their historical performance and impact on total returns for investors.
Equity:
Presents financial data, analysis, and insights on U.S. and international markets, sectors, indices, and investment factors.
Inflation:
Analyzes inflation’s impact on investments, purchasing power, and economic trends, including historical data and illustrative charts.
S&P 500 Index Projections - 2025:
Presents year-end 2025 price projections for the S&P 500 Index from various financial institutions, along with their expected percentage changes based on the 2024 year-end index level.
Markets in Perspective:
Highlights historical stock market performance, emphasizing long-term investing benefits, resilience through volatility, and the importance of staying invested.
BLOG
A Good Estate Plan Helps You Age on Your Own Terms
Is your estate plan truly complete? Before you answer, you might want to take a look at this insightful article from Kiplinger that talks about elements of what the author...
A “Perfect” Retirement Plan Collapses When Illness Strikes
Every so often, a story comes across our desks that demands our full attention. We experienced that late last year when we first encountered this deeply moving column in the...
Unmarried Couples Face Legal and Financial Risks in Estate Planning
If you are part of an unmarried couple—two people sharing a home and a life without a marriage certificate—you are part of a significant national trend. Recent data shows...
