Charles Schwab Independent Branch-Lexington Hamburg

05/23/2024

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/4bUfCO5

05/02/2024

Excited to share that Charles Schwab was named one of America’s most community-minded companies by Points of Light as part of for the seventh year in a row. Learn more about our initiatives here: short.url/aBcXyZ

06/06/2023

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.

05/01/2023

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...

11/11/2022

Looking for a trip where your afternoon stretches into evening? Then it’s time to pack up and visit Asheville.

How to spend the perfect weekend at Lake Chatuge in North Carolina.

10/28/2022

Managing our personal finances aren’t always fun but there are ways to make money management as painless as possible. These are the five common money missteps.

Here are five common money missteps and the measures you can take to get back on track.

02/09/2022

Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important information on account types, taxes and more.

You’ve got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.

02/02/2022

The second of a three-part series from Carrie Schwab-Pomerantz helps new investors understand basic investments and what to look for in choosing them. And it can also be a good refresher for experienced investors!

Puzzled by how to choose investments? Here's part-2 in a 3-part series to help you decide what's right for you.

01/26/2022

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.

12/22/2021

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...

12/08/2021

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.

12/01/2021

If you're looking for a new financial advisor, then start by doing your homework, suggests Carrie Schwab-Pomerantz. From qualifications to cost, here's what to look for:

Before you hire a financial advisor, it's important to do your homework. Here's where to start.