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
Claiming SS Benefits at Age 62 to Buy Stocks is a Risky Strategy
These days, people are getting all kinds of advice from so-called influencers on various social media platforms. Investment advice offered by self-styled “experts” is one...
Do Older Workers Who Won’t Retire Create a Workplace “Traffic Jam”?
Why are so many older workers staying on the job years longer than their forbears? The reasons are no doubt highly individual. Some are working longer because they have to,...
Planning to Retire and Move Closer to Your Kids? Better Think Twice
It’s no accident that, for many seniors, “retirement” and “relocation” often go hand in hand. As the old cliché has it, retirement is typically thought of as a time to be...
