Markets May Fluctuate but the Staples of a Financial Portfolio Should Not
Public Company Information:
SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab today released a series of financial planning and investing tips to help individual investors better manage their finances and investing plans as global markets rebound and the economy begins to recover.
“The past year has been a tough one for the economy at large, but investors are once again proving resilient and pursuing their investment strategies,” notes Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab. “As we’ve learned from previous downturns, investors do get their feet back under them and appropriately invest again. Our job is to help them take stock of their investment strategy and make informed choices consistent with their goals.”
The Schwab Center for Financial Research
The Schwab Center for Financial Research (SCFR), a division of Charles Schwab, provides individual investors with quality research and decision-making tools, including Schwab Equity Ratings® and the Mutual Fund OneSource Select List®. Schwab’s experts are published in respected business and academic journals and regularly cited by the media on investing issues. SCFR delivers objective, fact-based analysis of key investing topics, including the markets, the economy, retirement, portfolio management, investment strategy and financial planning. Schwab’s insightful perspective and practical advice help clients make better investment decisions.
About Charles Schwab
The Charles Schwab Corporation (Nasdaq:SCHW) is a leading provider of financial services, with more than 300 offices and 7.6 million client brokerage accounts, 1.5 million corporate retirement plan participants, 646,000 banking accounts, and $1.3 trillion in client assets. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. More information is available at www.schwab.com. (1009-11178)