Video

Cybersecurity: Protecting Yourself

Thad Schlaud

Guests, Paul Ewing and Jonathon Wojtkun, Senior Consultants at Charles Schwab Advisor Services, spoke with Thad Schlaud about Cybercrime and how to protect yourself. If you missed the call, you can catch the recording here. Paul and Jonathon work as technology consultants at Schwab, providing technology and operations strategy to…

Categories: Education

What Does the Fed Do When It “Tapers”?

Ben Klamo

In our previous “Insights” blog, we provided a basic understanding of the Federal Reserve Bank and its objectives. As you recall, the two main objectives are stable price growth and full employment. Taken together, the Fed (with an appropriate monetary policy) may be able to effect and promote sustainable economic…

Categories: The Market

Third Quarter 2021 Market Review and Outlook

David Martin

All good things must come to an end. The cascading of bad news at the end of September was finally too much for what had been a historically resilient stock market. Global supply chain disruptions, soaring energy prices, COVID-19, stalled infrastructure bills, inflation worries, Chinese contagion fears, and a looming…

Categories: Industry Ideas, The Market

“Transitory” Inflation and The Federal Reserve Bank

Ben Klamo

The Federal Reserve has had two main objectives since its creation. One includes maintaining full employment in the economy and stable price levels. Another not-so-common job the Fed is tasked with is acting as the lender of last resort. In a nutshell, the Fed stands ready and willing to prevent…

Categories: News, The Market

Fed Loves to Blame Inflation on Transitory Effects

Thad Schlaud

But retirees need to remember that inflation is a symptom, not a cause. Does increasing inflation boost economic growth? And do dropping prices hurt growth prospects? No and no. But to hear the Federal Reserve tell it when Janet Yellen was Chair (from 2014 – 2018), that was the way…

Categories: The Market

The Tour de France & Capital Preservation Tips

Thad Schlaud

To reach your financial goals, you don’t have to outperform every benchmark every year. For long-term investors, avoiding and mitigating losses is the largest factor in achieving ultimate success in your financial plan. Held every July, the Tour de France is a great illustration of this concept of capital preservation,…

Categories: Industry Ideas, The Market

Second Quarter Market Review and Outlook

David Martin

For the first six months of the year, the Dow Jones Industrial Average was up 12.7% while the S&P 500 Index rallied 14.4%, and the NASDAQ Composite rose 12.5%. Historically, strong stock market first halves bode well for the remainder of the year; Whenever there has been a double-digit gain…

Categories: The Market