It’s been an interesting few weeks! We just announced our finalists for the “Oh Chuck” contest: www.ohchuckiblewmycash.com. The contest asked the general public to submit their stories of impulse spending for a chance to win $10,000 in a Schwab brokerage account, and we invited people to vote for their favorites. The top 20 vote getters are our official finalists, and we’ll announce the winners at the end of July...(Read More)
When Clients Speak, We Listen!
Posted by Joan Cusick
Many people have asked, “How did you find clients to tell their Schwab stories?” With Wanda Starks, the answer was as close as Schwab.com. Wanda is one of the thousands of clients who have taken the time to submit ratings of Schwab accounts through Clients Speak™.
Then I met Wanda. From the minute she answered the door of her Atlanta-area home, I realized she’s one of those people...
Bridging The 401(k) Savings Gap
Posted by Mike Peterson
I recently had time to sit down with Dave Gray, head of Schwab Retirement Plan Services’ client experience team, to talk about a new Schwab Retirement Plan Services survey that surfaced a significant gap in what people in 401(k) plans believe they need for retirement, and what they actually are on track to save. Dave shares tips that may help you save more for your post-work years.
Why is there so much talk about retirement savings these days?
If you’re like most people, myself included, chances are you are at least somewhat concerned about saving enough for retirement. We’re living longer than ever before, which means our retirement savings need to last longer than ever before, too. That’s a big reason why around 50 million of us are saving money in our 401(k) accounts.1...(Read More)
“I grew up here in Atlanta and have been here all my life, with the exception of a couple of years when I lived I Germany. Initially, when I went to college, I majored in liberal arts, which is, you know, worth a cup of coffee today. But anyway, I went to work at my church in the food service department. I wanted insurance and didn’t have any. It was a safe place for my young children. So I worked, and goodness – I loved it from the first day I walked in the door. I was food service director for 25 years, and then the last 10 years, wedding director and events planner. It was a wonderful, wonderful experience. I wouldn’t take anything for it, but 35 years of anything is enough.”
Meet Carolyn Clayton – a tiny dynamo and natural-born storyteller. In fact, she turned her years of food service experience into a book...
Ten years ago, Schwab unveiled two new approaches to investment research and advice that were created to give people alternatives to traditional Wall Street practices.
In May 2002, Schwab introduced Schwab Equity Ratings®, an objective system for rating more than 3,000 U.S. stocks, and Schwab Private Client, a unique brokerage advice service featuring a 1-1 relationship for clients looking for personalized investment advice from their broker while maintaining close involvement and full control over their investment decisions.
Both of these offers were disruptive in the financial services industry when they were launched and continue to be unique today.
In recognition of these two 10-year anniversaries, we’ll be doing a two-part series this week on the Schwab Talk blog. Today we’ll take a look at Schwab Equity Ratings with Greg Forsythe, CFA, senior vice president with Schwab Center for Financial Research, who oversees Schwab Equity Ratings....(Read More)
Schwab was one of 27 companies recently awarded the annual Gallup Great Workplace Award. According to Gallup, the award honors “organizations whose employee engagement results demonstrate they have the most productive and engaged workforces in the world.” Schwab Senior Vice President of Talent Management Mary Coughlin shared her perspective on what makes Schwab a great place to work, as well as what she sees are the challenges and opportunities in maintaining a high level of workplace engagement....(Read More)
Schwab Talk Blog
Videos
