How to Read Your Charles Schwab Monthly Statement

fpg1515

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 the accounting.  This is one of the reasons I created the Focus Planning Group Monthly Summary.

Schwab is actually one of the easier and better statements to read in the marketplace.

Here is a quick run through on how to read you Charles Schwab Monthly Statement :).

As always let us know if you have any questions. 🙂

-Joe Carbone, Jr.

Work with Us

Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.

About the Author: Joseph Carbone, Jr.

Joe jr standing up 151 x 100

Joseph A. Carbone, Jr., is a wealth advisor and partner of Focus Planning Group. Joseph is an accomplished wealth advisor with extensive experience in portfolio management/research, financial planning, employee benefits, client relationship management, and insurance design. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.
You can contact Joseph via email or social media;
Google+
LinkedIn
YouTube