How to Read Your Charles Schwab Monthly Statement

Often times I get calls from clients who need help figuring out what exactly their Charles Schwab monthly statement says. Well you are not alone, It even takes me a few times to read through them so I can explain

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How to Read Your Monthly Investment Summary

The Focus Planning Group monthly investment summary is a simple way to see how all of the investment accounts we manage are performing on one page. 🙂 That sounds great, Joe… Will I still get monthly statement from Charles Schwab.

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My New Writing Gig

I am excited to announce that I will now be a regular contributor to the U.S. News On Retirement blog. The blog features topics including 401(k)s, IRAs, Social Security, Medicare, retirement lifestyles, and a variety of other aspects of retirement

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The DOL Fiduciary Rule: What does it mean for you?

Some of you have probably heard of the Department of Labor’s (DOL) Fiduciary Rule. What is it? What does it mean? A fiduciary is any investment professional who is required by law and practice to act solely in the interests

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2016 IRA Contribution Instructions

If you need to make a deposit into your Traditional IRA or Roth IRA account, Schwab will be accepting deposits up until April 18th. That means the check needs to be postmarked on or before April 18th to count as

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How to Access Your Schwab 1099 Tax Forms

According to Charles Schwab your 2016 1099 tax forms should be available to view on Schwab.com by not later than February 15th. Schwab issues the 1099s in two waves; the first wave was produced on February 1st and the 2nd

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2015 Market Review and 2016 Outlook

2015, What went wrong, what went right, and why? Domestic Stocks The S&P 500 had a nearly flat year in 2015. According to Liz Ann Sonders, Chief Investment Strategist, Charles Schwab, here are some of the reasons for the lack
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