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
When Selecting a Financial Advisor, Watch Out for These “Red Flags”
It’s generally agreed that one of the keys to your financial well-being, especially over the long haul, is to select the right financial advisor. It’s a topic we’ve...
Can You Be Too Focused on Saving Money? For Some, Extreme Frugality Can Become a Personal Finance Problem and a Mental Burden for Some Retirees
Advice about saving money has been woven into our consciousness since we were kids. For generations, American youngsters have heard the same well-worn advice: “Save for a...
Austrian Nuns Defy Church, Flee Nursing Home, Return to Convent
We talk a lot about aging place here on the Blog, and for good reason: it’s the stated preference of nine out of ten seniors. As Rajiv Nagaich has often stated, living in a...
