Justin Sinnott

It’s great to be a part of an organization that prioritizes giving back to our communities. The annual Charles Schwab challenge allows us to share our skills and expertise with local nonprofit organizations to help expand their community impact. This year we intend to pledge 2,000+ volunteer hours with 42 different non-profits. You can learn more about our efforts here: https://www.aboutschwab.com/giving-back?suggested_content_id=1833692&social_network=facebook&reference_id=A024127 -long-66-text--12041

Giving Back With a challenger heritage and a Main Street approach, these are the stories of our people, our culture, and our mission.

Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important information on account types, taxes and more.

Questions New Investors Are Afraid to Ask: Part 3 You’ve got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.

is here, and we're observing it by wearing red, of course, but also by learning from the American Heart Association about the key numbers for women's heart health:

Blood Pressure
Body Mass Index
Fasting Blood Sugar
Total Cholesterol and HDL (Good Cholesterol)

Work with your health care providers to learn your numbers and take action to improve them if needed.



https://www.goredforwomen.org/en/know-your-risk/know-your-numbers

The second of a three-part series from Carrie Schwab-Pomerantz helps new investors understand basic investments and what to look for in choosing them. And it can also be a good refresher for experienced investors!

Questions New Investors Are Afraid to Ask: Part 2 Puzzled by how to choose investments? Here's part-2 in a 3-part series to help you decide what's right for you.

If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-science technique that could help you make better saving and investing decisions:

Nudge Yourself: Make Smarter Decisions with Your Money Help yourself to make better financial choices by harnessing this technique from the behavioral sciences.

Loved this announcement about our continuing connection with Omaha (and baseball!) - the College World Series venue is being renamed Charles Schwab Field Omaha! https://pressroom.aboutschwab.com/press-releases/press-release/2021/Home-of-College-World-Series-to-Be-Named-Charles-Schwab-Field-Omaha/default.aspx

Introducing Schwab Starter Kit™ – designed to support first-time investors.

Introducing Schwab Starter Kit™ – Designed to Support First-Time Investors New experience gives first-time investors a jump start through a unique combination of $50 to invest in the top five stocks in the SP 500, bite-size educational content, and easy-to-use investing tools Schwab today introduced the Schwab Starter Kit™, a new experience that will provide beginner inv...

I believe that no one should be alone and hungry during the holidays. Join me in helping Meals On Wheels bring nourishing meals, friendly chats, and safety checks to seniors this holiday season. https://bit.ly/3dVwSGI

Bitcoin and other cryptocurrencies have been growing in popularity, but for those considering investing in them, there are some key things to know first.

Cryptocurrencies: Should You Invest in Them? Key things to know first.

For one Schwab employee, the term “belonging” at Schwab means she has a stake in the company and feels equally responsible for the Schwab culture. Learn more:

Main Street Stories: Building a community of belonging As an immigrant from Cameroon, Igxtelle understands the hardships faced when learning a new culture and dedicates time to helping others like herself.

If you're looking for a new financial advisor, then start by doing your homework, suggests Carrie Schwab-Pomerantz. From qualifications to cost, here's what to look for:

What Should I Look for in a New Financial Advisor? Before you hire a financial advisor, it's important to do your homework. Here's where to start.

Just 24 years old at most, Gen Z workers are starting careers at a time of great uncertainty. Guidance in three areas can help de-stress their financial lives and help employers attract and retain Gen Z talent:

Main Street Stories: Three ways your workplace can help with financial stress A Schwab survey says Gen Zers are stressed about money but optimistic about improving their financial habits. Employers can help.

While markets continue to keep a wary eye on the unfolding dramas in Washington, more threats loom. In the latest WashingtonWise podcast, Liz Ann Sonders joins host Mike Townsend for the first of a two-part conversation to break it all down:

WashingtonWise Investor: Episode 49 The market is facing a host of issues, both short and long term, that are sparking concerns for investors. Liz Ann Sonders joins the podcast to help make sense of it all.

Before starting a career in financial services, Schwab employee Chris Simcho was a U.S. Marine from 2002-2006. During those years, he learned the importance of values he aims to instill in his teams at Schwab.

Main Street Stories: To Chris Simcho, service is an essential value Before joining finance, Chris served in the Marines and says he aims to instill the values he learned during that time in the teams he leads today.

is an opportunity to help transform your community and the world through acts of generosity. Join us by recommending a recurring grant for charities that are most meaningful to you and your family.

Where to Give Granting options: Giving to charity Learn how to grant Giving to your favorite charity has never been easier. With more than 1.5 million nonprofit organizations to choose from, these resources can help you find the charities that are most meaningful to you. After you’ve funded your Schwab Charitab...

A living trust can cost more than a will, but can be well worth it even for people who don't have a lot of assets. Carrie Schwab-Pomerantz explains why.

What Is a Living Trust? Do You Need One? A living trust isn't a necessity for everyone but it can be a smart way to protect yourself and your heirs.

I’m proud to share that Schwab was named the Best Wealth Management Solution by 2021 Finovate Awards. Congrats to the team for bringing new ideas to life. https://informaconnect.com/finovate-industry-awards/awards-categories/

Schwab's Jonathan Craig joined Liz Ann Sonders on SiriusXM's Wharton Business Daily to discuss the trends of new investors.

Jonathan Craig on Wharton Business Daily | Wharton on SiriusXM Listen to Jonathan Craig on Wharton Business Daily from Wharton on SiriusXM. Jonathan Craig, Managing Director and the Head of Investor Services & Marketing at Charles Schwab, joins Liz Ann Sonders on SiriusXM's Wharton Business Daily.

Our client service teams started providing outstanding, 24/7 service in 1982. And they haven’t taken a break yet. Thanks for your unwavering awesomeness.

Learn how one 30-year Schwab employee has benefitted from Schwab’s new mentorship program, which offers structure and guidance to ensure individual success - and builds leaders for the future:

Main Street Stories: New D&I mentorship program connects employees to support career growth Rod Willett, long-term Schwab leader, shares what it's been like for him to participate in a mentorship program designed for employees of color.

It's (National Disability Employment Awareness Month), so I'm joining my peers in celebrating the powerful contributions of Schwabbies with visible and invisible disabilities to the firm and to our clients. This month, and every month.

At Schwab, we recognize that through diversity we gain a wider range of perspectives and experiences, which benefits everyone, including our clients. What National Coming Out Day means to us:

Main Street Stories: Why Schwab celebrates National Coming Out Day beyond October 11th At Schwab, having an inclusive workplace culture that encourages employees to be themselves is great and having employees who truly believe in it is even better.

From donating appreciated non-cash assets to recommending recurring grants, Schwab Charitable President Sam Kang shares a few ways to maximize your philanthropic giving this year.

Four Ways to Maximize Charitable Giving Impact in 2021 By Sam Kang, President, Schwab Charitable Contributors: Caleb Lund, JD Director of Charitable Strategies Group, Schwab Charitable

At Schwab, we’re putting a stake in the ground to help prepare American teens achieve financial freedom by filling the education gap most schools struggle to address.

Main Street Stories: New Financial Literacy Program Commits to Close the Financial Education Gap With the introduction of our groundbreaking new financial literacy program Moneywise America, Schwab will help level the economic playing field for teens, particularly those in under-resourced schools and communities.

Amy Richardson, a certified financial planner with Schwab Intelligent Portfolios Premium, gives her insight on estate planning for singles. Read more to find out how estate planning is important regardless of family, relationship status, or net worth.

What Singles Need to Know About Estate Planning Being single and without children doesn't mean you don't leave a legacy; you just have to be deliberate about doing it.

"Innovation" may be one of the most overused buzzwords of the 21st century. But while it's easy to lose sight of the meaning, Schwab has nurtured a culture that promotes true innovative thinking.

Main Street Stories: Innovating with intention Neesha Hathi, Schwab's chief digital officer, shares what innovation means to Schwab and how all employees (including interns) are encouraged to play a role in the future of the business.

I know that the earlier we learn skills like how to budget, save, and invest for the future, the better our futures can be. That’s why I’m glad to see Schwab volunteers will be helping teens to get the financial education they need!

The life-changing power of financial literacy The earlier in life we learn vital money skills, the better. But the vast majority of American teens have little to no access to financial education. Watch Y...

Unmarried partners generally can't get Social Security spousal and survivor benefits, but there are other ways to protect each other, says Carrie Schwab-Pomerantz. Learn more:

Can Long-Term Partners Get Social Security Spousal and Survivor Benefits? Unmarried partners generally can't qualify for spousal and survivor benefits, but there are other ways to protect each other.

Five years ago, Schwab opened its first Dallas-Fort Worth corporate service center and has since expanded its local presence - most notably to a state-of-the-art headquarters in Westlake, Texas. And we are looking to hire!

Main Street Stories: Charles Schwab continues to grow (and hire) in Dallas-Fort Worth This summer marks the fifth year since Charles Schwab opened its first North Texas corporate office and it’s planning to expand in a big way.

What’s in your portfolio? Ideally, it contains an appropriate blend of investments from various asset classes. By adjusting how much you own of each asset class, you can adjust the risk/reward in your portfolio to create a mix that suits your goals.

What’s in Your Portfolio? The Role of Various Asset Classes Stocks, bonds, commodities, and other asset classes each play a unique role in your portfolio.