Charles Schwab Independent Branch-Lafayette

10/31/2023

Schwab and TD Ameritrade have joined forces to create Schwab Trading Powered by Ameritrade. The award-winning platforms, tailored education & support from skilled traders are all here. Welcome to Schwab Trading. It's time to trade brilliantly.

Learn more about Schwab’s trading tools and services for online trading, including trading specialists that provide market trading help and support.

10/30/2023

Who’s best at stopping cyberscams? You are. Know how to spot scams and what to do about them so you can protect yourself. https://bit.ly/3tVp3w1

10/17/2023

Impostors are good at imitating someone from an organization you trust. Know their tactics and what to do if you suspect they’re trying to scam you. https://bit.ly/46wHuFB

10/12/2023

https://www.schwabcharitable.org/giving-2023

Giving strategies Five actions for year-end 2023 Determining what to give to charity at year-end A checklist to help you increase impact and reduce taxes Coauthors: Caleb Lund, CAP® Director of Charitable Strategies Group Schwab Charitable™ Hayden Adams, CFP® Director of Tax Planning and Wealth ...

10/10/2023

Who’s best at stopping cyberscams? You are. Know how to spot scams and what to do about them so you can protect yourself. https://bit.ly/45kO2pq

10/04/2023

https://bit.ly/3LJWnvO

Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.

10/03/2023

More defined benefit and deferred compensation capabilities

We’re excited to announce that we’re working with Conduent (defined benefit) and Newport (deferred compensation) to build out our service offering. See the press release. https://bit.ly/3ZHhEft

09/28/2023

Nearly two-thirds of Americans (62%) define wealth as having healthy relationships, not money. http://bit.ly/47fb1oa

09/25/2023

Love wins over money, according to Americans we surveyed. And that’s just part of what we uncovered. http://bit.ly/47fb1oa

08/17/2023

Looking for a more customized experience when trading index funds? Personalized indexing may be right for you. Learn more about the pros and cons of adding a degree of customization to investing with index funds.

Personalized indexing can put greater control in the hands of individual investors.

08/15/2023

Should your mortgage be another expense included in your financial plan after retirement? Let's look at the reasons why you might—or might not—decide to pay off a mortgage before you retire. https://bit.ly/44qsQOt

Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.

08/10/2023

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/47uIXwU

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