SCHW : Analysis & Opinions

  1. How Brokerage App Robinhood Makes Money

    November 22, 2016
    Stock brokerage app Robinhood aims to spur Millennial investing with $0 trades.
  2. Schwab Reportedly Among LPL Financial's Suitors (LPLA, SCHW)

    November 17, 2016
    Veteran financial services company Charles Schwab (NYSE: SCHW) might be in the running to acquire peer LPL Financial (NASDAQ: ...
  3. Big Online Brokerage Stocks Hit 52-Week Highs

    November 14, 2016
    It's a good time to be on a trading desk; the share prices of the market's three prominent online stock brokerages have ...
  4. Charles Schwab Enjoys Strong Third Quarter (SCHW)

    October 18, 2016
    Trending up, Charles Schwab announced its net income and revenues surpassed expectations during a strong third quarter.
  5. Morgan Stanley: Schwab Best Prepared for Changes

    September 30, 2016
    Charles Schwab is the best positioned brokerage to navigate the major forces changing the industry, according to a report ...
  6. Vanguard IRA and Roth IRA Review

    September 5, 2016
    Vanguard, one of the industry's largest IRA providers, offers a multitude of low-cost, high-performing retirement account ...
  7. Charles Schwab IRA and Roth IRA Review (SCHW)

    September 1, 2016
    Charles Schwab focuses on high-service IRA and Roth IRA accounts, with a vast array of investment choices that have no fees, ...
  8. Robo-Advisors vs. Passively Managed Funds: Which Is Better?

    August 25, 2016
    Expense is the main distinction between the two, but each has its plusses and minuses, depending on the type of investor ...
  9. 4 Reasons Why Financial Advisors Should Use Fintech

    August 19, 2016
    Discover four reasons why financial advisors should adopt the innovative solutions offered through fintech companies, including ...
  10. Top Strategies on How to Become a Stock Broker

    August 11, 2016
    Gunning to be a stock broker and want an edge? Here's some veteran advice.
  11. 4 Reasons Above-Average Returns Are Behind Us

    July 28, 2016
    Watch for signals that a smaller working-age population or global economic weakness could slow GDP growth and bring lower ...
  12. Charles Schwab Q2 Profit Soars 28% (SCHW)

    July 18, 2016
    The company saw asset inflows of $26.6 billion in the second quarter, which now stands at $58.6 billion year-to-date.
  13. What to Look for in Charles Schwab Earnings (SCHW)

    July 15, 2016
    The investment firm will have to find new ways to boost its bottom line since the low-interest rate environment has pressured ...
  14. Top 10 Checking Accounts for U.S. Expats Living Abroad (COF, ...

    May 31, 2016
    Discover the 10 best checking accounts for expats, including those that do not charge for debit card transactions and ATM ...
  15. (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 ...
  16. 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 ...
  17. 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 ...
  18. Charles Schwab Ditches Load Mutual Funds (SCHW)

    April 28, 2016
    Schwab is getting rid of its load funds.
  19. 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 ...
  20. 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, ...
  21. 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 ...
  22. 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 ...
  23. 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.
  24. 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 ...
  25. 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 ...
  26. 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?
  27. 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 ...
  28. 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 ...
  29. Tread Carefully with Retirement Plan Rollovers

    November 16, 2015
    Compelled to rollover your retirement plan? Beware of bad advice, unsuitable options and 'toxic' tactics.
  30. 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 ...
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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?
  36. 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 ...
  37. 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 ...
  38. 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 ...
  39. 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.
  40. 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.
  41. 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.
  42. 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.
  43. 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.
  44. 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 ...
  45. 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 ...
  46. 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 ...
  47. 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?
  48. 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 ...
  49. 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.
  50. 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' ...
  51. 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 ...
  52. 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?
  53. 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 ...
  54. The Top 10 Forex Brokers for Beginners

    February 24, 2015
    These ten forex brokers welcome new traders with user friendly educational tools and resources.
  55. 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 ...
  56. 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 ...
  57. 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. ...
  58. 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.
  59. Curious About Stock Index Futures? Read This First

    August 28, 2014
    You've mastered investing in individual what? If you like a challenge, consider stock index futures. Just be ...
  60. 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.
  61. 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 ...
  62. 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 ...
  63. 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. ...