Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of the Schwab tools that our clients may be missing out on.  I pulled up our most recent technology adoption scorecard which gives us some

2016 will certainly go down as one of the more interesting years in recent memory. By far, the biggest story of the year was the presidential election results. Since the election, there have been quite a number reactions; not least of which has been

There are probably only five people in the entire country that aren’t shocked by the election results this morning. This election cycle has been particularly contentious but in typical fashion, half the country is happy today, and the other half in

After more than a year of wild market swings, the third quarter ended up being the calmest we have seen in quite a while. The S&P 500 finished up roughly 3% this quarter and had less than half the volatility than the previous nine months. Most of

The British people just voted to leave the European Union. In response, global stocks are staging a huge sell-off. Similarly, U.S. Treasuries rallied as investors sought safety. The short-term market response to the vote seems universally negative,