The ability to own a piece of the company you work for—in the form of restricted stock or stock option awards—used to be reserved mostly for a company’s top executives. Now employees at many levels receive these “equity awards” as a way to boost compensation, reward good work and build company loyalty. These are typically stock option awards or shares of restricted stock in your employer’s company...(Read More)
The other day I ran into a colleague bubbling over with enthusiasm. She had just opened a Schwab Charitable™ donor-advised account and couldn’t have been more pleased. “Why,” she asked, “did it take me so many years to do this? This is absolutely the best financial move I made all year.”...(Read More)
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)
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