WESTLAKE, Texas–(BUSINESS WIRE)– Building on its decades-long commitment to financial literacy, Charles Schwab commemorated the one-year anniversary of its signature financial education program, Moneywise America™, by welcoming 220 Uplift Education students to its Westlake headquarters for an all-day financial literacy field trip and surprising students with a $1,000 scholarship toContinue Reading

WESTLAKE, Texas–(BUSINESS WIRE)–Charles Schwab today will welcome 220 students from Uplift Education, the largest group of free public charter schools in North Texas, to its Westlake headquarters for an all-day financial literacy field trip. Taught by more than 130 Schwab employees specially trained to deliver financial education, and featuring specialContinue Reading

Financial services providers usually benefit from a rising interest rate environment due to the positive correlation of their revenues with interest rates. However, financial services stocks SoFi Technologies (SOFI), Marathon Digital (MARA), and BitNile (NILE) are not well-positioned to capitalize on the current rate environment. One should avoid these stocksContinue Reading

Is your financial planner charging you too much? Getty Images/iStockphoto Question: I am currently a customer with a large bank and have about $950,000 invested in the markets through them. I am being charged over $1,100.00 per month for management fees. Is this a reasonable amount? Answer:  Paying $1,100 inContinue Reading