Charles Schwab Independent Branch-Westerville

07/28/2023

With the Secure Act 2.0 changes you may not know where things stand with RMD's. Here is a quick run down of the basics. https://bit.ly/44QehVd

What's new with required minimum distributions? We cover the basics here.

07/25/2023

If creating income is one of your investment goals, bond yields are a key consideration when building out your fixed income portfolio. Here are eight common measures for assessing a bond's yield relative to your goals.

What a bond pays can be calculated in many ways. Here are eight common measures, including yield to maturity and yield to call, for assessing a bond's yield relative to your goals.

11/11/2022

Brad, Dianne, and I would like to thank all of our veteran clients for their service. We truly appreciate the sacrifices you, and the ones you served with, made for our county.

11/03/2022

During a down market, make sure you consider these moves that focus on tax planning and portfolio maintenance.

Certain moves could make more sense during a bad market than during a good one. Here are five.

08/05/2022

Schwab recently conducted a study that predicts millennials will fall into one of four general personas when they reach retirement. Read more about our Retirement Reimagined Study findings at https://hearsay.social/3QiQSEa

New Schwab Study Forecasts Millennial Retirement Millennials have an evolving vision of retirement, different from previous generations, according to Schwab’s new Retirement Reimagined Study that uses advanced predictive modeling techniques to forecast key differences in how Millennials, Gen X and...

07/19/2022

Check out the 2022 Mid-Year Outlook: Fixed Income with Kathy Jones. https://hearsay.social/3Pj5VgV

Returns should be better for fixed income investors in the second half of 2022, now that interest rates have reset higher. However, we still expect volatility to remain high as central banks shift away from easy-money policies.

07/15/2022

We’re all in need of excitement this summer. If you are looking for inspiration about planning your summer of fun, check out these 101 tips:

From learning to surf to hitting up a drive-in movie theater.

06/16/2022

Here is the latest commentary from Liz Ann Sonders covering yesterday's rate hike. On the Schwab main web page you can view commentary from a variety of market experts on the "Learn" tab just choose "Investing Insights".

Markets And Economy Fed Goes for Inflation's Jugular With 75bps Rate Hike June 15, 2022 Liz Ann Sonders The Fed announced a 75bps rate hike, vowing to forcefully tackle inflation, while conceding the path to a soft landing has become "more challenging." As (newly) expected, the Federal Open Market C...

06/13/2022

Despite being temporary in the long term, in the short term market corrections can test even seasoned investors. It can help to take a step away, review your plan, and read about what the professionals are thinking. Here is the latest from Liz Ann Sonders.

This is a 403 error, and it's not as ominous as it sounds. Bitly can only show this page to people who have permission to see it. Maybe what you are looking for can be found at Bitly.com.

06/06/2022

https://hearsay.social/3GRD1kK

Markets And Economy 2022 Mid-Year Outlook: U.S. Stocks and Economy June 1, 2022 Liz Ann SondersKevin Gordon Sharp, countertrend rallies may continue this year, but aggressive Fed policy, the turning of the liquidity tide, and slower economic growth will likely keep pressure on stocks. Toward the end...