What a week it’s been! While we’ve all been biting our nails, many of us have struggled over whether to make radical changes to our investment portfolios or just slap on the blinders/earplugs and start humming loudly.
Thankfully, Mark Riepe, who heads up the Schwab Center for Financial Research, recommends a more measured approach. He posted an article on Schwab.com late yesterday, offering some thoughtful perspective on how people might think about the roiling markets, along with some insight on what investors might consider.
Schwab’s Latest Insights on the Market, the Downgrade, and Trading in Volatile MarketsPosted by Mike Cianfrocca
As people continue to digest all that has happened in the market over the past few days, we have made additional materials available to help investors sort through the latest news and what it might mean for their investment portfolio...(Read More)
Communicating with our clients is always a top priority at Schwab, but we’ve been doing even more of it since Aug. 1, when the debt ceiling agreement was announced.
Here’s a brief recap, by the numbers ...
Given some of the challenges of today’s markets and economy, many people are left confused and nervous about what it all means for them. To help sort through all the noise, we recently held a webcast with Schwab Chief Investment Strategist Liz Ann Sonders on weathering difficult markets and economic environments and how people should be approaching their investment philosophy and strategy. The webcast was broadcast live to more than 2,000 people online and in 115 Schwab branches around the country ...
Q: When looking to save for my kids' education should I fund a Coverdell first then a 529 or is it the other way around? When withdrawing funds to pay for education which plan should I draw down first Coverdell or 529? –Tom M.
My preference would be to fund the Coverdell first, up to the limit insofar as you’re eligible. Then, if you can save more go ahead and fund the 529 to the extent you’re able (you can contribute to both in the same year). With a Coverdell, you’ll generally have more flexibility with respect to investment choices and can withdraw the money tax-free for qualified K-12 expenses as well as college. Otherwise, the two accounts are very similar...
As part of our effort to share insights about investing, the markets and economy, we are going to start posting brief videos on Schwab’s YouTube page with our experts discussing a variety of timely topics...(Read More)
The equity markets have had a pretty strong run to start the year, and while that’s a nice change, investors shouldn’t assume they can now place their portfolios on autopilot or stray from their long-term investment strategy. In fact, whenever the market experiences significant positive (or negative) moves, we encourage people to take action in several ways...(Read More)
Charles Schwab is expanding its global investing capabilities with the launch of the Schwab Global Account, so we took a close look at the appeal of global investing by conducting a global investing survey of investors who traded at least 24 times in the last year. Here are five key findings...(Read More)
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