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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Transferring Property to a Family Member the Right Way Takes Careful Planning
You say you’re thinking of transferring ownership of your home to a family member while you’re still living? That can be an admirable thing to do – provided you take all the...
Navigating the High Cost of Long- Term Care: A Guide to Your Options
Recent data reveals a startling disconnect between how we expect to age and how we are actually preparing for it. While roughly 7.5 million Americans hold long-term care...
Four Scenarios Where an Unequal Inheritance Might be the Best Choice
It’s a touchy topic for families: when is it right or wrong to give an unequal inheritance to your heirs in your will? Some would argue that fairness always demands an equal...
