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
Proven Tips for a Happy Retirement: It’s Not About the Money
Let’s have a show of hands: anyone out there prefer to be unhappy in retirement? We didn’t think so. Whether we retire at an early age or not, whether we have lots of money...
Why Simple Dehydration Is a Hidden Danger for Seniors
For seniors and their loved ones, health conditions like depression, fatigue, and cognitive decline create plenty of concern. The older we get, the more aware we are of...
Multigenerational Housing Brings Major Benefits- Plus Potential Pitfalls
Housing costs are rising rapidly, pricing many young families out the market or trapping them in homes they’ve outgrown. Meanwhile, aging parents, determined to age in place...
