SCHW : Analysis & Opinions

  1. (DBA) PowerShares DB Agriculture ETF: Who is Invested?

    May 5, 2016
    Discover who owns the most shares of the PowerShares DB Agriculture ETF, and learn what the largest holders are doing with ...
  2. ETFs: Exploring Expenses in 2016 (BLK, ITOT)

    May 4, 2016
    Take a good look at the latest trends in ETF costs. While passively managed funds have become less expensive, actively managed ...
  3. 3 Best Dividend-Paying U.S. Financial Mutual Funds (FSVLX, PRISX)

    May 1, 2016
    Find out the best dividend-paying mutual funds in the financial services sector. The best funds combine solid yields with ...
  4. Charles Schwab Ditches Load Mutual Funds (SCHW)

    April 28, 2016
    Schwab is getting rid of its load funds.
  5. Why Charles Schwab Finally Raised Its Dividend

    April 26, 2016
    Until last week, brokerage Charles Schwab could have easily topped anyone's "least likely to raise its dividend" list. The ...
  6. Charles Schwab vs. Employee Fiduciary: Comparing Small Business ...

    April 24, 2016
    Learn about the key differences between Charles Schwab and Employee Fiduciary 401(k) plans in terms of company structure, ...
  7. DODGX: Dodge & Cox Stock Fund Top 5 Holdings Analysis

    April 2, 2016
    Take a look at the top five portfolio holdings of the Dodge & Cox Stock Fund, along with an overview of this Morningstar ...
  8. DODBX: Dodge & Cox Balanced Fund Top 5 Holdings Analysis

    March 29, 2016
    See the top five holdings in the top-performing Dodge & Cox Balanced Fund. This mutual fund was launched in 1931 and has ...
  9. DODGX: Overview of Dodge & Cox Stock Fund

    March 20, 2016
    Discover the how the Dodge and Cox Stock Fund has generated a 10.08% average annual return since 1965, and learn how it may ...
  10. DODBX: Overview of Dodge & Cox Balanced Fund

    March 18, 2016
    Discover how implementing bond exposure with equity exposure helps lead to outperformance and stability during times of financial ...
  11. XLI Vs. VIS: Comparing Industrials ETFs

    March 8, 2016
    Learn about the industrials sector, how it has fared during the market selloff, and read a comparative analysis of SPDR and ...
  12. All That Glitters Does Not Belong in an IRA

    January 25, 2016
    Gold can be an attractive investment given its meteoric rise. But those wanting it within their IRA must look at some of ...
  13. Is A Stockbroker Career For You?

    January 19, 2016
    Discover what you need to become a stockbroker and the variety of opportunities that are now available to you.
  14. Pros & Cons of Using a Robo-Advisor

    January 6, 2016
    Robo-advisors come in all shapes and sizes. This article goes through the pros and cons of this new approach to financial ...
  15. Advisors: Can't Beat Robo-Advisors? Then Join Them

    January 6, 2016
    The old versus the new. Financial advisors are taking notice of robo-advisors and rather than holding on to old ways are ...
  16. 4 Online Broker Stocks For Your Portfolio In 2016 (AMTD, ETFC)

    December 30, 2015
    Should you use your online broker to invest in your online broker's own publicly traded stocks?
  17. The Top 5 Financials Stocks for 2016 (JPM, BAC)

    December 29, 2015
    Explore detailed analyses of the top five financials stocks to consider in 2016, and learn why they are poised to rise with ...
  18. Financial Fraud: 6 Tips to Avoid It (SCHW)

    November 30, 2015
    A good financial planner should work with you and for you. Ensure you are paying attention if you don't want to be the victim ...
  19. Do These Things To Trim 401(k) Expenses

    November 16, 2015
    You might need to be vigilant and a bit creative to lower overall 401(k) expenses, but the payoff can be big. Here's a quick ...
  20. Tread Carefully with Retirement Plan Rollovers

    November 16, 2015
    Compelled to rollover your retirement plan? Beware of bad advice, unsuitable options and 'toxic' tactics.
  21. The Biggest Stock Brokerage Firms in the US (SCHW, ETFC)

    November 4, 2015
    Read a short description about the five largest stock brokerage houses in the United States, also known as the "big five ...
  22. How to Lower Investment Account Fees in Retirement

    September 28, 2015
    Retired investors need all the money they have, which is why they should keep an eye on investment fees, as high fees can ...
  23. Robo-Advisors--The End for Wall Street Advisors? (SCHW, BLK)

    September 2, 2015
    The growth of financial technology comes as millennials begin to enter the investment sphere, but will fintech upend Wall ...
  24. E*TRADE Financial Posts Mixed Results for July (ETFC, AMTD)

    August 19, 2015
    For E*TRADE Financial (NASDAQ: ETFC), mid-summer has been a good news/bad news period. Last week, the company released its ...
  25. Retirement Plan Options for Small-Business Owners (SCHW, TROW)

    August 19, 2015
    Small-business owners and self-employed individuals are responsible for funding their own retirement. The SEP-IRA and solo ...
  26. Why Robo-Advisors Might Not Last as Independents (AAPL, SPY)

    August 12, 2015
    Robo-advisors are likely here to stay. But will the current crop of start ups get swallowed by big players?
  27. Is a Google Robo-Advisor on the Horizon?

    July 30, 2015
    It's possible that Google is looking to get into the robo-advisor business, either as a new venture or as a way to provide ...
  28. The Financial Singularity Will Destroy Your Return

    July 28, 2015
    Given the current and future growth of financial technology, many believe algorithms will soon define what drives market ...
  29. American Express Q2 Revenue, Net Decline (AXP, C)

    July 24, 2015
    American Express (NYSE: AXP) stock has been a laggard so far this year behind rivals Visa and MasterCard. It seems AmEx's ...
  30. 3 Stocks To Buy and Hold For the Rest of 2015 (PRU, MKTX)

    July 1, 2015
    One of the dominant themes to consider for 2015 is the normalization of monetary policy as the Fed raises interest rates.
  31. The Most Expensive Brokerage Accounts For Traders

    June 19, 2015
    A peek into the brokers whose brokerage charges are higher than average in the stock market world.
  32. Why Cash Could Be Your Best Bet

    June 17, 2015
    Holding too much cash in your portfolio is usually a bad thing, but these aren't usual times.
  33. These Firms Are Tops Among Advisor Clients

    June 8, 2015
    A new study shows that financial advisors, even at the most popular firms, aren't doing enough to strengthen ties to clients.
  34. 6 Brokers That Will Pay You To Trade With Them

    May 31, 2015
    We review six leading online brokers that are offering cash bonuses for opening a new account.
  35. How To Trade In The Hong Kong Stock Exchange (ETFC, SCHW)

    May 27, 2015
    The Hong Kong Stock Exchange may soon become the third-largest exchange in the world.
  36. Who are Charles Schwab's (SCHW) main competitors?

    May 19, 2015
    Find out who Charles Schwab's main competitors are and how they stack up. Learn the information you need to make informed ...
  37. Top Strategies on How to Become a Stock Broker

    May 19, 2015
    Gunning to be a stock broker and want an edge? Here's some veteran advice.
  38. The Top U.S. Regulated Stock Brokers (AMTD, IBKR)

    May 12, 2015
    To operate in the United States, stock brokers must comply with SEC regulations that protect investors. Here is a look at ...
  39. How the Robo-Advisors Differ (& How They're Alike) (SCHW)

    May 7, 2015
    Not all robo-advisors are created equal, and each could be perfect for a specific body of investors. Here's a look at the ...
  40. Which Robo-advisor is Best for Financial Advisors? (SCHW)

    April 14, 2015
    With the list of robo-advisors already long and growing, which will integrate best into a financial advisory practice?
  41. Is Robinhood A Threat To Big Brokerage Companies?

    April 1, 2015
    Robinhood's commission-free investing has been viewed as a threat to existing brokerages, but the company's business model ...
  42. Options and Roth IRAs: Do's and Don'ts (SCHW)

    March 31, 2015
    A breakdown of the do's and don'ts of trading options in a Roth IRA.
  43. Why Robo-Advisors are a 'Win-Win' for FAs, Clients (SCHW)

    March 25, 2015
    The rise of robo-advisors was seen as added competition for traditional financial advisors. Instead, they could spell a 'win-win' ...
  44. How to Evaluate a Robo-advisor (SCHW)

    March 24, 2015
    With the addition of robo-advisors, investors have a variety of new choices when it comes to how they find help in managing ...
  45. With Schwab's New Robo-Advisor, What's Next? (SCHW)

    March 19, 2015
    What does the entrance of Schwab Intelligent Portfolios into the robo-advisor space mean to online financial advice?
  46. Schwab Goes 'Robo' with Intelligent Portfolios

    March 13, 2015
    Charles Schwab has launched Schwab Intelligent Portfolios, its online financial advisor (or robo-advisor). Here are some ...
  47. The Top 10 Forex Brokers for Beginners

    February 24, 2015
    These ten forex brokers welcome new traders with user friendly educational tools and resources.
  48. What Is Online Trading Academy?

    February 11, 2015
    Online Trading Academy educates individuals about stocks, forex, futures and options as well as investment strategies based ...
  49. What Advisors Should Know about Millennial Clients

    February 9, 2015
    Millennials are coming of age, advancing their careers, having families and thinking retirement. At 80 million strong, advisors ...
  50. How Brokerage App Robinhood Makes Money

    February 5, 2015
    Stock brokerage app Robinhood aims to spur Millennial investing with $0 trades.
  51. Why Retirement Advice Is Better But Still Lacking

    January 13, 2015
    With a multitude of resources available to savers and their advisers, you'd think that retirement planning would be a breeze. ...
  52. Required Minimum Distributions: A Reminder

    December 1, 2014
    For many retirees with IRAs and other retirement plans, the end of the year means taking a minimum distribution. Here's what ...
  53. Robo-Adviser Wave Gets Big Push From Schwab

    November 26, 2014
    Schwab may not be the first company to offer a robo-advisor, but it's sure to make a big splash. Here's what it'll look like.
  54. Curious About Stock Index Futures? Read This First

    August 28, 2014
    You've mastered investing in individual stocks...now what? If you like a challenge, consider stock index futures. Just be ...
  55. How To Profit From The 'Frugal Nation' Phenomenon

    August 20, 2014
    Last month, I looked in disbelief at how quickly the media was to trumpet the "great" news of the job report for ...
  56. The NASDAQ Pre-Market: What You Need To Know

    August 18, 2014
    Curious about pre-market or extended-hours trading? Here's a quick guide so you'll know what to expect.
  57. Big Stock Movers: Here's Where to Get In

    June 19, 2014
    These four stocks were big price movers on June 17 based on news; here's how to get in on the action.
  58. These Sectors Benefit From Rising Interest Rates (BAC, GS)

    May 28, 2014
    You've adjusted your debt portfolio to prepare for rising interest rates; now what about your equity holdings? Here are some ...
  59. 7 ETF Types To Be Thankful For

    November 28, 2013
    This year has shaped up to be quite kind to investors as major equity indexes are holding onto double-digit gains ahead of ...
  60. These Companies Are Ready To Profit From Rising Interest Rates

    October 23, 2013
    The finance department at Charles Schwab (Nasdaq: SCHW) has a very large problem.The firm has been so successful at attracting ...
  61. How To Prepare Your Portfolio For Rising Interest Rates

    June 11, 2013
    As interest rates collapsed in the past few years to multi-decade lows, investors had no choice but to flee low-yielding ...
  62. Finding The Best Broker For You: What Every Investor Must Know

    January 28, 2013
    Each week, one of our investing experts answers a reader's question in the Q&A column from our sister site, InvestingAnswers.com. ...
  63. Investing In Your Broker

    June 28, 2012
    The market dictates the actions of the traders, and that activity translates into profits for the brokers we trade through.
  64. 2011's Biggest Mergers and Acquisitions

    December 30, 2011
    M&A activity rebounded in a big way in 2011. Here's a look back at the biggest mergers and acquisitions during the year.
  65. Don't Read Too Much Into Schwab's Acquisition

    March 23, 2011
    Did Schwab find a bargain, or overpay, for optionsXpress? Moreover, is this actually an omen of what's to come?
  66. 5 Investment Ideas Heating Up Right Now

    November 1, 2010
    With investors back out of their bunkers and looking to put money to work, Wall Street and Main Street have been working ...
  67. Upticked Off

    January 16, 2009
    Congress' plan to reinstate the uptick rule for short selling gets mixed reviews on Wall Street.
  68. Should Thinkorswim Investors Let It Ride?

    January 9, 2009
    TD Ameritrade announced it was buying Thinkorswim. Should investors stay or go?
  69. Storm Brewing For Online Brokers

    September 22, 2008
    On top of slumping trading volumes, the online brokers now face significant client withdrawals. That's a storm of trouble.
  70. Investools: Respectability Has Its Rewards

    April 21, 2008
    The buyout of ThinkorSwim transformed Investools from late-night seminar-pusher to reputable online broker overnight.
  71. E-broker Competition Fuels Merger Speculation (AMTD, ETFC)

    May 14, 2007
    A look at the merger prospects of rival brokers E*Trade and TD Ameritrade
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