Alvin Odom: Charles Schwab Bank - Diverse Markets

11/25/2022

Finance Friday...

There are three common mistakes that can negatively impact your retirement income. Learn how you can avoid these mistakes.

Avoiding simple mistakes can extend the life of your portfolio.

09/26/2022

Truly inspired…

Thank you to the NAHREP at L’ATTITUDE Family for putting on yet another phenomenal event! The level of impactful speakers, content, and educational sessions were second to none.

The data shared within the NAHREP State of Hispanic Wealth Report and the Latino Donor Collaborative U.S. Latino GDP Report, provide factual evidence that the Hispanic / Latino cohort is The New Mainstream Economy.

I’d like to give a special shoutout to my friend and colleague, Mena, for representing Schwab as a panelist during the educational session: Using A Financial Advisor – Going Back To Fundamentals. You and your fellow panelists rocked Lesandro!

Lastly, a familiar face stopped by to share a few gems. #44

07/14/2022

Wondering how a Roth 401(k) differs from a Roth IRA? Learn more: https://hearsay.social/3PxZsyJ

Three reasons to consider contributing to a Roth 401(k), if available.

03/09/2022

Creating equal financial opportunity for women is one of my passions, says Carrie Schwab- Pomerantz. This year's International Women's Day theme of gives us all a chance to focus on how to do this.

This International Women's Day, let's confront—and help break—the financial biases women still face.

02/18/2022

Finance Friday...

If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-science technique that could help you make better saving and investing decisions:

Help yourself to make better financial choices by harnessing this technique from the behavioral sciences.

12/31/2021

Bitcoin and other cryptocurrencies have been growing in popularity, but for those considering investing in them, there are some key things to know first.

Key things to know first.

12/18/2021

Introducing Schwab Starter Kit™ – designed to support first-time investors.

New experience gives first-time investors a jump start through a unique combination of $50 to invest in the top five stocks in the SP 500, bite-size educational content, and easy-to-use investing tools Schwab today introduced the Schwab Starter Kit™, a new experience that will provide beginner inv...

11/05/2021

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Earning more money? Congratulations. Still can't seem to save? Watch out! Lifestyle creep may be lurking in the shadows, as Carrie Schwab-Pomerantz explains:

Making more money but not sure where it's going? Don't let lifestyle creep catch you by surprise.

10/08/2021

16 years later and still enjoying our journey! Happy Anniversary J Serene. It seems the marriage advice we received long ago still remains true, the key is to "...love along the way". Here is to 16 more years and beyond. 143!

09/24/2021

I’m fortunate to work in an inclusive environment that encourages us each to be our authentic selves. That’s one reason why I celebrate our Latinx community and workforce always, and especially this month!

09/17/2021

A custodial Roth IRA can be a great way to teach a teen to save for the future, according to Carrie Schwab-Pomerantz. But don't just open an account—use it to open doors:

A custodial IRA can be a great way to teach a teen to save for the future—and manage money wisely in the present.

08/13/2021

Teachers might be great at creating lesson plans for others, but they may need a little help coming up with one for their own finances. Carrie Schwab-Pomerantz has a financial lesson plan for teachers. https://www.schwab.com/resource-center/insights/content/personal-finance-lesson-plan-teachers?suggested_content_id=1678699&social_network=facebook&sm=vyr&reference_id=A113398

Teachers may have access to a number of unique and valuable benefits to help secure their financial future.