Keith Pelkey

Keith Pelkey As a Schwab Sr. Financial Consultant, it’s my job to help you create a better financial life. This page and updates are for U.S. residents only.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern appr

oach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 860-570-4042 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

© 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.

05/16/2023

The nine fundamental principles of propaganda:

Grandparents are always looking to comfort and maybe even spoil their grandchildren. In a time of rising costs, many gra...
10/15/2022

Grandparents are always looking to comfort and maybe even spoil their grandchildren. In a time of rising costs, many grandparents are finding new ways to help.

Grandparents are in a unique position to help teach their grandkids about financial literacy. Here are four ways to pass your support to the next generation.

Interested in reading more about the indicators of a potential recession and bear market? Learn what Jeffrey Kleintop ha...
10/14/2022

Interested in reading more about the indicators of a potential recession and bear market? Learn what Jeffrey Kleintop has to say.

Central Banks relying on inflation measures based on rentals, rather than home prices, may persist in raising rates, applying more economic brakes despite easing home sales.

Hear from Kathy Jones about what the rise of interest rates may mean for the bond market.
10/13/2022

Hear from Kathy Jones about what the rise of interest rates may mean for the bond market.

In its quest to reduce inflation, the Federal Reserve appears set to continue to hike interest rates and reduce the size of its balance sheet. Here's a look at what this may mean for the bond market.

There are three common mistakes that can negatively impact your retirement income. Learn how you can avoid these mistake...
10/12/2022

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.

These days more and more people are being affected by extreme weather situations that are threatening their lives and li...
10/10/2022

These days more and more people are being affected by extreme weather situations that are threatening their lives and livelihoods. Carrie Schwab-Pomerantz talks about how to be financially prepared, including packing a "go bag."

Can you financially weather a storm—or flood or fire? Here's how to prepare, including packing a financial "go bag."

Looking for a trip where your afternoon stretches into evening? Then it’s time to pack up and visit Asheville.
09/24/2022

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.

Beginning to run can feel a bit overwhelming. Get your questions answered so you can start your running journey today!
09/22/2022

Beginning to run can feel a bit overwhelming. Get your questions answered so you can start your running journey today!

In this guide, we will help answer all of those questions complete with a beginners running plan to get you started on your running journey whenever you are

This year, two of our interns are siblings, but what really makes this “Schwamily” is that their father is also an emplo...
08/04/2022

This year, two of our interns are siblings, but what really makes this “Schwamily” is that their father is also an employee. Read more:

Can you say that three times fast? Learn more about what a Schwamily is and why Schwab is attracting multi-generations of talent.

Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discu...
08/03/2022

Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discuss the nature of recessions, what measures Schwab is watching, and why they matter when assessing where we stand. Learn more:

Investors are faced with an overload of data on jobs, inflation, energy prices, housing and more. But does it all add up to a recession?

Check out the 2022 Mid-Year Outlook: Fixed Income with Kathy Jones. https://hearsay.social/3oIhlzg
08/01/2022

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

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.

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve ...
02/22/2022

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve your performance at work and in life.

The biggest leaps forward come when an athlete discovers a new idea or concept that alters the game itself. This means not following the same patterns that everyone else is following. You can do this, too.

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