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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Before Naming a Trustee, Make Sure They Know What to Expect
Have you gone through the process of naming a trustee to take over a family trust after you’ve passed away? If you answer “yes,” that’s a good first step. But here’s an...
How to Lend Money to Family – and Avoid the Cycle of Regret
“Neither a borrower nor a lender be,” William Shakespeare wrote in Hamlet. Yet most of us have been both. Sometimes the transaction has turned out fine – borrowed funds are...
“Having the Talk” – Discussing Your Estate Plan With Your Family
Have you had “the talk” with your kids? No, not that talk: if your kids are adults, we’re pretty sure you can check that one off the list. We’re talking about “the talk”...
