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resources

  • Market Volatility

    Perspectives on market volatility provided by Charles Schwab & Co., Inc. 

  • Consultant Support Center

    The Consultant Support Center is a dedicated resource especially for consultants. It’s staffed by senior-level professionals, ready to help you support your clients.

    Give us a call at 877-783-4372 or send us an email.

  • Catch up on Retirement Bulletin

    Retirement Bulletin is our newsletter publication just for consultants and advisors.

  • Market Commentary
    Election 2020
    Market Volatility
    Fed Still Hasn’t Found What it’s Looking For

    Fed Still Hasn’t Found What it’s Looking For

    June 16, 2021
    The Fed kept rates unchanged, but updated median projections from the FOMC show two rate hikes likely by the end of 2023.
  • Trading

    Today's Options Market Update

    June 15, 2021
    Stocks tentative ahead of tomorrow’s Fed policy statement.
  • Trading

    Looking to the Futures

    June 15, 2021
    U.S. Equity Markets finished mixed ahead of the Federal Open Market Committee 2-day policy meeting.
  • Market Commentary
    Market Volatility
    Turn Turn Turn: Rotations Persist

    Turn Turn Turn: Rotations Persist

    June 14, 2021
    It’s been a highly-rotational stock market this year in terms of leadership; with aggressively-speculative themes peppered in. Remember, neither FOMO nor HODL are investment strategies.
  • Personal Finance & Planning
    Changing Jobs
    Life & Work

    Changing Jobs: Should You Roll Over Your 401(k)?

    June 14, 2021
    Consider these five strategies for handling an old 401(k).
  • Market Commentary

    Bitcoin FAQs

    June 14, 2021
    You can get indirect exposure to Bitcoin and other cryptocurrencies through Schwab—but there are a few things you should know first.
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Insights & Ideas are provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.

Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Compliance Solutions. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Compliance Solutions is comprised of Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., and Schwab Compliance Technologies, Inc. (SchwabCT). DBS provides brokerage solutions for corporate clients who monitor their employees' securities activity. SchwabCT provides technology solutions for corporate clients to help facilitate their compliance technology program implementation. Schwab Retirement Plan Services, Inc., Schwab Compliance Technologies, Inc., and Charles Schwab & Co., Inc. ("Schwab", Member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.