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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Rajiv Nagaich: Safety, Happiness, and a Clash of Planning Perspectives
Editor’s note: Rajiv Nagaich is known throughout the nation as a tireless advocate for a unique perspective on long-term care planning. In over two decades of practice,...
10 Early Warning Signs of Dementia You Shouldn’t Ignore
With more than 6 ½ million Americas suffering with Alzheimer’s disease, and an untold number dealing with other, less common forms of dementia, knowing the potential warning...
Care Preferences: Does Your Family Know What Really Matters to You?
With the holidays upon us, many will be gathering with loved ones for the first time in many months. Could this be the year when you and your family members finally have a...
