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 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.
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About the Author: Joseph Carbone, Jr.