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The Blog

Weekly insights on the markets, economy, and financial planning

Welcome, Summer Interns!

Welcome, Summer Interns!

We’re celebrating the third year of our summer internship program with three interns! Please join us in welcoming Joshua Brackeen, Michael Guaman, and Colton Owen.

Cyber War: How to Fire Back

Cyber War: How to Fire Back

There is a lot of concern and talk about the increase in cyber-attacks and hacktivist uprising amidst the Russia/Ukraine conflict.

The Two-Minute Tour

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Curious about where we work and who we are? Watch this video to take a brief two-minute tour of our office!

Changes to Schwab Monthly Statements

Financial Statements

If you received your Schwab monthly statement in the past week, you may have seen an insert in the mailing talking about some upcoming changes to the way Schwab will be reporting your account activity going forward.

Update on 2015 Tax Forms

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Schwab has announced that the mailing dates for 2015 tax forms will be a little bit later than they have in previous years. Below is a modified schedule of when you should expect to see your forms, either via mail …

Year-End Gifting

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Gifts and donations not only help individuals, organizations, and charities achieve their goals, but your gift may help you lower tax bill in April.

There’s an App for That

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Do you have an app that you use daily/weekly that makes it easier for you to drive to work, conduct business, reminders, emails, etc?

There’s Still Time to Make an IRA Contribution

IRA Contributions

Even though 2014 has come to an end, there is still time to save for retirement while possibly qualifying for a tax deduction. Both traditional IRA and Roth IRA contributions for tax year 2014 can be made up until the …

eApprovals and eSignature

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Last month, Schwab launched two new online request tools known as eApprovals and eSignature. These new services are open to all of our clients, require Schwab Alliance online setup, and is backed by DocuSign®, the leading provider of digital signature …

Mobile Security

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We’ve spent a lot of time discussing money safety and how to be better at securing your online identity, financials, and overall internet and device setup. With the launch of the new Android platform Blackphone, I thought it would be …

Money-safe Travels for the Summertime

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Many of us amp up our travels in the summer (especially to escape this heat!), and money safety should be at the forefront of every decision made. While traveling domestically or internationally, you have to be concerned about theft in …

4 Reasons You Should Sign Up for E-Statements

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Accessing your account information online isn’t for everyone, but there are some true benefits to being able to receive e-documents and not having to worry about your information traveling to your neighbor’s house by mistake. Below I’ve outlined some of …

How to Safeguard Your Online Identity

identity theft

We are living in a time where our existence is more exposed than we’ve ever known. Our emails, names, phone numbers, personal pictures, and other personal data are associated with everything we do.

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