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A veteran financial planner, Shenkman offers six important questions that advisors should explore before they counsel affluent clients to sign off on a conversion. The co-authors of the book Your Retirement Sketchbook, Hopkins and Treichel explain how advisors can increase the effectiveness of the financial planning process by sitting down with clients and drawing together. The Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) said its fine against the Swiss bank is the largest it has ever imposed against a broker-dealer for violations of the Bank Secrecy Act and is an “historic action.”

SCHW's record Q2 revenues, trading activity and higher 2026 revenue outlook support the stock after a 6% monthly rally despite premium valuation. Is it a buy?

Plenty of that is a result of the firm’s expanded product lineup and a bull market that has all three major indices up double digits so far this year.

Charles Schwab recently declared a regular quarterly cash dividend of US$0.32 per common share, alongside several preferred stock dividends payable in August and September 2026 to shareholders of record in mid-August. The company also released its Q3 2026 Retail Client Sentiment Report showing a sharp rise in bullish views and a strong willingness among active traders to buy market dips, underlining Schwab’s central role in shaping retail investor behavior. With Schwab’s latest sentiment...

Charles Schwab stock has delivered a 69.3% return over the past three years, yet its current checks still suggest the shares may be trading below an intrinsic value estimate based on the Excess Returns model. After that kind of run, the key issue for investors is whether the current price already reflects the recent strength in the business or whether there is still a margin between market price and intrinsic value. A 69.3% return over three years indicates Charles Schwab has already...

It posted a very strong quarterly earnings report.

Investors are expressing positive vibes about U.S. equities, despite ongoing concerns that the market is overvalued. The report shows that 47% of retail clients are bullish on the U.S. stock market. A separate report from The CFP Board also suggests that clients are more optimistic about their financial outlook this summer than they were three months ago.

Interactive Brokers' 8.6% monthly slide may offer a buying opportunity as product expansion and growth forecasts support its outlook. Let's find out.

Covered Call Screener Results for August 4th

Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Market leaders have certainly capitalized on a favorable backdrop to boost profitability, helping fuel a 7.5% gain for the industry over the past six months. This performance has closely followed the S&P 500.

Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor darling. Find out which stocks just got slapped with new downgrades and which ones earned fresh upgrades.

Style Box ETF report for SCHK

LPLA's Q2 results benefit from strong revenue and advisory asset growth while boosting its buyback authorization. Yet, higher expenses partly offset the gains.

HOOD's record revenues show non-crypto trading can offset crypto weakness, but rising costs and a premium valuation cloud the outlook. Is the stock a buy?

The market backdrop has become far more challenging than it was during the AI-led rally of the past few years. While the broader bull market remains intact, volatility has picked up as investors contend with elevated valuations, geopolitical uncertainty, questions surrounding the Federal Reserve’s policy path, and growing questions about whether the hundreds of billions of dollars being invested in AI infrastructure will generate sufficient returns. As a result, earnings reports have become far

Robinhood's Q2 earnings and revenues beat estimates as trading and platform assets climbed, but crypto weakness and higher costs weighed on shares.

As the Nasdaq wallows below its 50-day line, Schwab stock triggers the sweet sounds a breakout. Time to jump in?

Charles Schwab (SCHW) just combined three shareholder friendly moves: a higher second quarter earnings print, fresh buyback progress, and confirmed common and preferred dividends, giving investors new information on both growth and income potential. See our latest analysis for Charles Schwab. At a share price of $104.47, Charles Schwab’s recent 30 day share price return of 15.37% and 90 day share price return of 14.00% sit alongside a 1 year total shareholder return of 7.33%, while the 3 year...

Robinhood earnings are due late Wednesday, with Coinbase earnings following on Thursday, as brokerage industry rivalries intensify. Coinbase is on deck late Thursday. Robinhood, which has offered cryptocurrency trading since 2018, continues to expand in that market, both in the U.S. and internationally.

Schwab renamed its crypto ETF around AI stock-picking software. Trump Media ranked second on the list that day.

A CNBC analysis of Trump's 2025 financial disclosure linked the 4 firms to at least 4 of his 8 numbered investment accounts

Loans backed by public securities are popular among the rich, but those with illiquid, hard-to-value assets often turn to specialty lenders.

Charles Schwab has been treading water for the past six months, holding steady at $103.82. The stock also fell short of the S&P 500’s 6.3% gain during that period.

Viking Global just filed its 13F, handing retail investors a five-stock shortlist that spans AI chips, streaming turnarounds, and a rate-cycle trade, and four of them are flashing buy signals before the next earnings window closes.

Robinhood may partner with Crypto.com to expand prediction markets, improve reliability and capture more economics despite regulatory risks.

HOOD heads into Q2 earnings with strong trading growth, but weak crypto activity, rising costs and a premium valuation cloud the outlook.

SCHQ's $42.5B rival TLT dominates in liquidity and assets, but the Schwab fund's lower fees and superior five-year performance may appeal to buy-and-hold investors.

Northrop Grumman, D.R. Horton, Capital One and Charles Schwab reported Q2 earnings beats on July 21, revealing diverging trends in defense, housing and financials sectors.

Most retirees taking RMDs have no idea a single distribution can silently trigger hundreds of dollars in Medicare surcharges, and the window to stop it closes on December 31 with no appeal available afterward.

Figuring out when to claim Social Security is no simple task, and it’s one of the most important decisions financial advisors can help clients with. Optimal timing depends on personal circumstances, savings goals, and the needs of one’s spouse, retirement expert Mike Lynch writes.