Stephen Lo, Charles Schwab VP - Sr. Wealth Consultant

Many charities continue to face high demand for their services in 2021. For donors, it remains a favorable environment for tax-smart, high-impact philanthropy. Learn why now is a great time to give.

Strategies for Maximizing Your Charitable Impact in 2021 Take advantage of a favorable environment for tax-smart, high-impact philanthropy.

Every June in the United States, the LGBT community comes together for a monthlong celebration of love, diversity, acceptance, and unashamed self-pride. Here's everything you need to know about LGBT Pride Month

LGBT Pride Month 2021: What to know about its history, events, parades LGBT Pride Month is celebrated in the United States every year in June.

Ensure your generosity has a sustained impact when and where it is needed most. Consider long- and short-term recovery efforts when developing a giving strategy.

Disaster Relief Disaster relief and recovery Help disaster victims on their road to recovery Heartbreaking tragedies affect thousands of people every year, from devastating storms and earthquakes to wildfires and mudslides. Victims are often left in dire need of food, emergency shelter, clean water, electricity, an...

How can you pass on the joy of to your family members and loved ones? In the latest Main Street Story, one Schwab Charitable donor learned about the lasting benefits of a comprehensive giving plan. https://bit.ly/3V3bmpJ

Make a charitable giving plan the whole family can follow Learn how to change the way your family thinks about donating to charity and see how you could make an impact for years to come.

Our values and beliefs go with us everywhere. They’re just part of who we are—and that’s a great thing. Now those values and beliefs can even be part of your portfolio with environmental, social, and governance investments. Dive deeper

Environmental, Social, and Governance (ESG) Investing What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

Is the next big thing in ? Hear Ryan Raffin and Eric Joranson’s take on crypto for a cause, including recent trends, considerations for crypto donors, and how charities could put these non-cash assets to use.

Giving with Impact: Listen on Apple Podcast

Today I’m “Wearing RED” (Remember Everyone Deployed) to show my support for all of those who’ve worn the uniform of our Armed Forces. Won’t you join me?

Excited to share that Charles Schwab was named one of America’s most community-minded companies by Points of Light as part of for the seventh year in a row. Learn more about our initiatives here: short.url/aBcXyZ

More defined benefit and deferred compensation capabilities

We’re excited to announce that we’re working with Conduent (defined benefit) and Newport (deferred compensation) to build out our service offering. See the press release. https://bit.ly/3rQszHa

Nearly two-thirds of Americans (62%) define wealth as having healthy relationships, not money. http://bit.ly/47fb1oa

Love wins over money, according to Americans we surveyed. And that’s just part of what we uncovered. http://bit.ly/47fb1oa

Everyone loves a good bargain, but you don’t want to fall into a low-price trap. Here a few ways to help keep your bargain buy from being a bargain dud. https://bit.ly/45FU58W

How to Help Identify Undervalued Stocks A falling stock price doesn't always mean a good deal. Here's how to help assess the potential value of a stock to know whether it may be the right time to consider it.

Should your mortgage be another expense included in your financial plan after retirement? Let's look at the reasons why you might—or might not—decide to pay off a mortgage before you retire. https://bit.ly/3qZRlnZ

Should You Pay Off a Mortgage Before You Retire? Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.