2019 Schwab IMPACT Conference: Day 3

If you missed it (and how could you have?!?!), here are my thoughts on Day 1 and Day 2 of Schwab’s annual IMPACT Conference, the largest gathering of independent financial advisors in the country. Greg Valliere on the Political Climate in Washington, D.C....

2019 Schwab IMPACT Conference: Day 2

If you missed my thoughts from Day 1, go check them out.  Opening Session Bernie Clark, the EVP of Schwab’s Advisor Services channel, opened the morning with enthusiastic remarks about the independent advisor space. Though somewhat trite (especially if you read...

2019 Schwab IMPACT Conference: Day 1

Charles Schwab, the largest custodian of independent advisor (firms like Narwhal) assets, hosts an annual conference for Registered Investment Advisors each fall. Though positioned as something of an invite-only, education-driven event, at times, it can feel more like...

Good and (Mostly) Bad News about Social Security

Per the Wall Street Journal (subscription required) and a report from the trustees of Social Security and Medicare, expenses related to Social Security are projected to increase beyond its income level in the year 2020. What’s that mean? Well, in short: it...