Supporting our clients together.


  • 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.

  • Trading

    Today's Options Market Update

    August 2, 2021
    Stocks higher to start August, driven by upbeat manufacturing data.
  • Trading

    Looking to the Futures

    August 2, 2021
    Traders are starting to turn their attention to the ‘Softs” markets of late
  • Personal Finance & Planning
    Fixed-Rate Mortgage vs. ARM: How Do They Compare?

    Fixed-Rate Mortgage vs. ARM: How Do They Compare?

    July 30, 2021
    Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
  • Retirement
    Welcome Dreamer
    Welcome Organizer
    Welcome Philosopher

    Saving for Retirement: IRA vs. 401(k)

    July 30, 2021
    We break down which retirement accounts—IRAs or 401(k)s— may be right for you.
  • Retirement
    Changing Jobs
    Retirement Savings: Benefits of Roth 401(k)

    Should You Consider a Roth 401(k)?

    July 29, 2021
    With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.
  • Market Commentary

    Work in Progress: Fed Stands Pat

    July 28, 2021
    The Federal Reserve left its interest rate and balance sheet policy unchanged; but is opening the door a bit more to tapering its bond purchases.
(0221-1LKD) (04/21)

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.