David Pazourek

09/01/2023

Looking to create passive income? A second home can be a great way to bring in extra money and add to your investment portfolio. Here are the factors to consider when buying, renting, and selling a second home. 🏘️https://bit.ly/3L53cYy

A second home is a substantial investment that lives by different rules than your primary residence. Here's what you need to consider.

08/11/2023

There are many paths to take when it comes to making money. One of the best ones is to let your money work for you. Here’s a look at 7 ideas to get you started as a new investor. https://bit.ly/3OyqJBX.

There are many roads to financial well-being. Every person's path will be different, but those who enjoy uncommon success share some common ideas.

07/18/2023

With burnout being at the top of everyone’s minds, you may be asking if you can afford to retire early. Here are six steps you can use to figure out how your budget and savings would be affected if you wanted to retire earlier than anticipated.

Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

07/06/2023

As you plan for the 2024 tax season, now may be a great time to consider your strategy for charitable giving. Let's take a look at your options and the tax implications for both you and the charity. 🎁

Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.

06/16/2023

Guidelines, deadlines, and potential tax consequences. Oh my! 🤯 Here’s what you need to know to make RMDs less scary.

Guidelines, deadlines, and potential tax consequences: What you need to know when it comes to required minimum distributions.

05/29/2023

Artificial intelligence (AI) continues to make daily headlines. In this article, we talk to Schwab thought leaders on how it could help shape the future of financial services.

How financial services can navigate a post-ChatGPT future.

05/16/2023

Our values and beliefs go with us everywhere. They’re just part of who we are—and that’s a great thing. Now those values and beliefs can even be part of your portfolio with environmental, social, and governance investments. Dive deeper

What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

04/24/2023

Many charities continue to face high demand for their services in 2021. For donors, it remains a favorable environment for tax-smart, high-impact philanthropy. Learn why now is a great time to give.

Take advantage of a favorable environment for tax-smart, high-impact philanthropy.

04/13/2023

We’re forever dedicated to being first in the hearts of our clients. We are deeply honored to rank #1 in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study and to rank highest in products and services and value for fees.

Charles Schwab has earned the highest ranking in overall customer satisfaction in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, SM . With an index score of 752 on a 1,000-point scale, Schwab scored 25 points above the industry average in overall satisfaction. According to the st...

02/16/2023

I'm uniting with millions today and wearing red to raise awareness about cardiovascular disease in women and help save lives. Read more about risk factors, symptoms, and other helpful information at https://bit.ly/41d86JA.

There are many misconceptions about heart disease in women, and they could be putting you at risk. We’ll help arm you with the facts and dispel some myths.

12/29/2022

Excited to share that Charles Schwab received a #9 ranking in the large-company category for Dallas-Fort Worth metro area Top Workplaces 2022, published by the Dallas Morning News.

12/15/2022

Are you thinking about your estate and wealth transfer? Schwab's Susan Hirshman says the holidays can be an ideal moment to start or refine such plans.

Multi-generational estate planning is more urgent than ever—and the holidays are the perfect time to have a conversation about it.