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.
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If You’re Planning to Move, Your Medicare Plan May Have to Change
During this final month of Medicare open enrollment, which ends December 7th, you might be facing a bit of a conundrum if you’re planning to move in 2026. How would a...
Bulletin: SS COLA is 2.8% for 2026, In Line with Expert Forecasts
By now you’ve probably heard the news that your Social Security benefits are going up, effective January 1, 2026. The annual cost-of-living adjustment, referred to as the...
Care Preferences: Does Your Family Know What Really Matters to You?
Does your family really understand what’s important to you as you grow older – particularly when it comes to where and how you want to live out your days? Before you answer...
