NEWS & RESOURCES
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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
Estate Planning: Some Key Differences Between a Will and a Trust
Whenever the topic of estate planning comes up, there are two terms you are guaranteed to hear in the discussion: wills and trusts. These two legal documents can rightly be...
Big Medicare Advantage Insurers are Reducing Coverage in 2026
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Families are Learning to Resolve Conflict Through Mediation
This week on the Blog, as we explore the topic of estate planning, we want to include an aspect of planning that is often overlooked: family dynamics. Our question: when...
