Mary Ann Villarey-Peters
As a Schwab Sr. Client Relationship Specialist, it’s my job to partner with and support your Financial Consultant to help you create a better financial future.
At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you. We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more
And you’ll benefit from Schwab’s modern approach to wea
There are many paths to take when it comes to making money. One of the best ones is to let your money work for you. Here’s a look at 7 ideas to get you started as a new investor. https://bit.ly/470RmIt.
7 Good Ideas for New Investors There are many roads to financial well-being. Every person's path will be different, but those who enjoy uncommon success share some common ideas.
The U.S. Dollar has been the world’s primary reserve currency for over 60 years. But lately there has been a lot of speculation around whether the U.S Dollar will be dethroned. For more on our view:
Will the U.S. Dollar Be Dethroned? There has been a long-term trend toward currency diversification in global financial transactions and trade, but we don't see the U.S. dollar losing its dominance any time soon.
Artificial intelligence (AI) continues to make daily headlines. In this article, we talk to Schwab thought leaders on how it could help shape the future of financial services.
It’s people AND AI, not people VS. AI How financial services can navigate a post-ChatGPT future.
Amy is joined by Liz Ann Sonders, Chief Investment Strategist here at Schwab, for the latest episode of Equity Unpacked to discuss how the global economy and the blowing economic winds are impacting equity markets. Listen and subscribe wherever you get your podcasts. https://bit.ly/3LaqWtJ
Recent events in the banking world may be confusing or concerning. Learn more about how your assets at Charles Schwab Corporation are protected. https://www.aboutschwab.com/how-schwab-protects-client-assets?sm=vyr
The San Diego Union-Tribune’s Top Workplaces survey identified Charles Schwab on its list of best large companies in 2022. Charles Schwab has received a #8 ranking on this list of Top Workplaces. https://bit.ly/3kb6xuH
Leaving your day job to go all in on a goal, such as writing a book, can feel empowering, but it may be smarter to slow down. Learn why:
Why it’s often better to take small steps rather than a leap of faith When it comes to a career change, or accomplishing any big, risky goal, it can be tempting to just go for it. Here’s why you might want to reevaluate.
It's hard to focus on finances after losing a spouse, says Carrie Schwab-Pomerantz, but there are resources to turn to for help and support. Here are some places to start, particularly for older adults.
Suddenly Alone—Where Can You Turn for Help? It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
Wondering how a Roth 401(k) differs from a Roth IRA? Learn more: https://hearsay.social/3OnR2J5
Roth 401(k) vs. Roth IRA Three reasons to consider contributing to a Roth 401(k), if available.
After this author spent many years studying the phenomena of communication, he believes there is a formula and a sequence to it all. Learn more:
This interpersonal technique will help you foster genuine connection Your diversity efforts shouldn’t be an empty milestone from the past two years.
It's impossible to dodge setbacks in retirement but you can be better prepared with these 5 expenses in mind.
5 Surprise Retirement Expenses These unexpected expenses can derail your retirement. Here's how to get ahead of them.
Looking to start up a new fitness routine or summer hobby? Check out these cycling tips from experts and a basic training plan that can get you ready to go. https://hearsay.social/3AtzXua
A Beginner’s Guide to Cycling Workouts From what to wear to creating a training plan, here’s what you need to hop on and get started.
We’re all in need of excitement this summer. If you are looking for inspiration about planning your summer of fun, check out these 101 tips: https://hearsay.social/3y4b31d
101 Ways to Have Fun This Summer From learning to surf to hitting up a drive-in movie theater.
Happiness is an intentional choice, and pursuing it is a consistent practice that may never end. Here’s what science says about becoming happier: https://hearsay.social/3Ozj4Sr
Everything you need to become happier, according to science Happiness is truly in the journey and with this guide in your toolbox, happiness, both in work and life, will no longer feel out of reach.
It's wedding season! Despite pricing and social pressures, you can still have a memorable and beautiful wedding without breaking the bank. This week's Ask Carrie offers creative ideas on how you can have an "Instagrammable wedding" your way and on your budget.
Say Yes to the Dress… But No to the Rest Financial Planning Say Yes to the Dress… But No to the Rest May 25, 2022 Carrie Schwab-Pomerantz Despite pricing and social pressures, you can still have a memorable and beautiful wedding without breaking the bank. Dear Carrie, My boyfriend and I are getting married this fall. Between my fiancé.....
Schwab recently conducted a study that predicts millennials will fall into one of four general personas when they reach retirement. Read more about our Retirement Reimagined Study findings at https://hearsay.social/3Qi4wIy
Retirement Reimagined: Empowered by Early Savings, Millennials Are Reshaping What It Means to Retire, With an Emphasis on Flexibility and New Experiences New Schwab Study Forecasts Millennial Retirement Millennials have an evolving vision of retirement, different from previous generations, according to Schwab’s new Retirement Reimagined Study that uses advanced predictive modeling techniques to forecast key differences in how Millennials, Gen X and...
In this episode of Choiceology, we look at decisions under pressure and how our thinking process is affected by stress.
Under Pressure: With Guests Svetlana Savranskaya, Gary Slaughter & Modupe Akinola Behavioral Finance Under Pressure: With Guests Svetlana Savranskaya, Gary Slaughter & Modupe Akinola May 23, 2022 How can we make important decisions when time is scarce and the stakes are high? Listen on Apple Podcasts, Google Podcasts, Spotify or copy to your RSS reader. Transcript Open new window...
It's summertime! Whether you plan to stay close to home or travel far away, a change of scenery is what makes summer special. https://hearsay.social/3MpRc1z
The Best Places to Travel in July These are the best places to travel in July in the United States and around the world.
We salute John Simpson, founder of The Simpson Cup, for using golf to ignite a sense of purpose in injured veterans. Watch the full video on "The Challengers" by Charles Schwab. https://hearsay.social/3Ng2Ugt
Charles Schwab presents The Challengers, a video series, which celebrates these unique individuals in the world of golf. See how golf professionals are changing the game and watch the best golfers rise to the Charles Schwab Challenge.
True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve your performance at work and in life. https://www.fastcompany.com/90722646/4-habits-of-successful-olympians-you-can-use-to-be-more-competitive-at-work
4 habits of successful Olympians you can use to be more competitive at work The biggest leaps forward come when an athlete discovers a new idea or concept that alters the game itself. This means not following the same patterns that everyone else is following. You can do this, too.
How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work is a great way to signal the end of a day.
What are some ways you clock out?
https://www.fastcompany.com/90713807/i-tried-6-different-ways-to-clock-out-at-the-end-my-workday-heres-what-i-learned
I tried 6 different ways to ‘clock out’ at the end my workday. Here’s what I learned I tried scheduling different activities after work to create a better boundary between my professional and personal life.
Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more free time for another activity. Not to mention, these meals are also delicious! https://www.eatingwell.com/article/7940198/healthy-meal-prep-ideas/
30 Healthy Meal-Prep Ideas to Get You Through the Week These healthy meal-prep ideas range from breakfast to lunch and dinner. Get easy recipes, all ready in 30 minutes or less, to help make cooking during the week feel effortless.
Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our day-to-day and accomplish many of our goals. https://www.fastcompany.com/90713014/3-small-changes-you-can-make-to-improve-your-workday
3 small changes you can make to improve your workday The founder and CEO of DittoPR is a big fan of keeping things small because they are easier to accomplish, and the more you accomplish, the more confident you get.
Whether you want to feel the satisfying crunch of snow under your boots or escape those chilly temps for a desert ramble, one thing’s for sure: You'll be able to do so without the crowds that summer brings. Read the 14 National Parks you should visit!
14 National Parks That Are Even Better in Winter Summer may be high season, but these parks are at their best in the colder months.
A person can never have too many book recommendations, can they? Let’s start the New Year off with a 2022 reading goal. Let me know if you have any good book suggestions to add to my list. https://www.inc.com/bryan-elliott/22-books-to-read-or-reread-in-2022.html
22 Books to Read (or Reread) in 2022 Great reads that can help you become the person you'd like to be
Have you ever tried to set a New Year’s resolution only to fall off the wagon come February? If so, you aren’t alone! Learn how to set goals that will stick and make 2022 your best year yet! https://www.fastcompany.com/90708520/the-unconventional-approach-to-new-years-resolutions-that-makes-them-stick
The unconventional approach to New Year’s resolutions that makes them stick With this approach, perhaps you can sidestep the inevitable challenges that come with traditional New Year’s resolutions and achieve lasting, positive changes.
Have you ever thought about what time of day you are the most charismatic? Chances are you can increase your charisma and boost your effectiveness by being more mindful about the time of day you choose. Click to learn more. https://hbr.org/2021/12/what-time-of-day-are-you-most-charismatic
What Time of Day Are You Most Charismatic? Research suggests that understanding your circadian rhythms can help you become a better leader.
Empathy has always been a critical skill for leaders, but it is taking on a new level of meaning and priority. Leaders don’t have to be experts in mental health in order to demonstrate they care, but read how empathetic leadership contributes to positive relationships and drives results.
Empathy Is The Most Important Leadership Skill According To Research You always knew demonstrating empathy is positive for people, but new research demonstrates its importance for everything from innovation to retention.
Have you ever thought of what Nick Saban, a car dealership, and employee feedback have in common? The answer may not be obvious, but read along as we learn about why soliciting feedback from your employees is so important and how to do it.
Council Post: The Power Of ‘How Ya Doin’?’ Soliciting feedback from your employees is so important.
Whether you are a beginner in the kitchen or a seasoned expert, making a dish for Thanksgiving is something fun for all. Here are 7 recipes to help you plan your menu. I think I like the gravy best, which sounds the most delicious to you? https://www.nytimes.com/2021/11/15/dining/thanksgiving-recipes-for-beginners.html
A Beginner’s Thanksgiving: 7 Recipes That Lighten the Workload For first-time cooks, or anyone looking to simplify the holiday prep, this special menu minimizes effort and maximizes flavor.
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2495 Village View Drive, Ste 200
Henderson, 89074
Associate Manager, Managing Director, Ameriprise Financial Services, LLC
871 Coronado Center Drive, Ste 200
Henderson, 89052
Here to help you leverage your credit and reach your individual goals and business.
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Here at Entre Funding, we’re proud to offer tailored solutions for companies of any size and indus
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Tried every budgeting app & still struggle to manage your money? My system frees up time & energy.
2831 Street Rose Parkway, Suite 200
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By using five simple principles, people can create a balanced and successful MoneyLife™.
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Henderson, 89074
We maximize value of business expenses through employee benefits, insurance, and more!
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At Financial Partners LV we offer a variety of financial services. These services include retirement planning, investment support, college savings and income protection. Schedule y...
2495 Village View Drive Ste 200
Henderson, 89074
Financial Advisor - Managing Director with Ameriprise Financial Services, LLC