Search results “Schwab intelligent portfolios etfs”
Charles Schwab's Intelligent Portfolio Review
In this video, I analyze two of Charles Schwab's advisory platform's, their Intelligent services. The first is their Intelligent Portfolio which manages a diversified portfolio of Schwab ETFs for you....for NO FEE! You are literally getting a diversified managed account, rebalanced automatically for 0 cost. Now, one might ask what the underlying investments are in this portfolio. After all just because they charge no management fee maybe their investments have expense ratios that are through the roof. Turns out that is NOT the case. The investments they use are ALL Schwab created index ETFs with fees around 3 bps, or .03%! So, you're getting a fully managed, completely diversified portfolio for less than 1/20th of 1%. That is simply incredible. Now, you may want more than just a managed investment portfolio. You may also want someone to talk to on occasion about your investments. Schwab's Intelligent Advisory Services offers that too for a fee no more than .28%, or just a tad over 1/4 of 1%. As I said with all the other firms I've looked at remember the Schwab 'advisors' will advise on INVESTMENT and maybe a bit in terms of general retirement planning et al but they won't do full-fledged financial planning. And I can not stress enough the difference between investment allocation advice and financial planning. Even so, this is quite the offering Schwab has. With it's dirt cheap cost though it will be interesting to see if Schwab can sustain these offerings for years to come. After all, Schwab is a publicly-traded company. It needs to make money in order to appease the shareholders. And no one up to this point has been able to offer services such as this and remain profitable. Vanguard comes closest but they are an investor-owned company. You own a Vanguard mutual fund, you own part of the company. Schwab has actual stockholders, who want to see returns on investment. So we'll see how it all shakes out. But for the time being, Schwab's Intelligent Services are superior, no other way to put it. ================================= If you like what you see, a thumbs up helps A LOT. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 GET MY BOOK: Strategic Money Planning: 8 Easy Ways To Put Your House In Order It's FREE if you're a Kindle Unlimited Subscriber! https://amzn.to/2wKGi50 GET ALL MY LATEST BLOGPOSTS: http://heritagewealthplanning.com/blog/ PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910
Schwab Intelligent Portfolio - First Look & Overview - Watch First Before Investing. Is it Worth it?
I wanted to post a review of my new Schwab Intelligent Portfolio. What Funds they picked for my portfolio and is Robo-Investing worth it? Good Reads: The Warren Buffet Way http://amzn.to/2pkoM1i The Bogelhead's Guide to investing http://amzn.to/2pjSUJe The Intelligent Investor http://amzn.to/2pkM6w3
Views: 2423 Firefallspublishing
More Than Millennials Piling Into Schwab's Intelligent Portfolios
Millennials may be the most technology savvy generation, but they are not the only ones rapidly adopting Charles Schwab's new automated investing service, said Naureen Hassan, Executive Vice President at Charles Schwab. Hassan added that the Schwab Intelligent Portfolios have garnered over $2.2 billion in assets since the March launch in over 30,000 accounts. She said investors from ages 18 to 80 with a wide range of affluence have signed up for the service which is appropriate for investors who are comfortable with technology and seeking accessibility. Finally, Hassan said the service offers a wide range of options including 20 asset classes, 54 ETFs and 11 fund families. Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
An all ETF portfolio: Can it meet your needs?
From ultra-simple to fine-tuned, it is possible to build a well-diversified portfolio completely from ETFs. Click here for more insights: http://insights.schwab.com/ 0915-89Z4
Views: 13557 Charles Schwab
Investing fees are nearing zero: Charles Schwab
Charles Schwab Corporation founder Charles Schwab tells FOX Business’ Maria Bartiromo that customers should focus on identifying the lowest trading fees.
Views: 2126 Fox Business
Why Schwab Will Dominate the World of Low-Cost ETF Investing
Many ETF providers are focusing on low costs, but Charles Schwab seems to be better than most in this respect. Find out why they might have an unbeatable advantage to keeping costs low in today’s podcast. Please pick a time stamped topic below:   (0:30) - ETF Trend: Low Cost Battle (1:45) - Why Is Charles Schwab Focused On Low Cost? (3:50) - Charles Schwab's Commission Free Trading Program (5:00) - How Are These Funds Able To Have Costs So Low? (8:20) - Episode Roundup: [email protected]
Views: 1817 Zacks Podcasts
Schwab Intelligent Account Opening
Instructions as to how to open an account on Schwab's Intelligent Portfolio Platform under Quarry Hill Advisors. Program Key: SNFT
Views: 2119 Quarry Hill Advisors
Picking ETFs: Which ones are right for you?
With so many ETFs in the marketplace, how do you choose the right ones for your portfolio? Click here for more insights: http://insights.schwab.com/ 0915-89X9
Views: 6993 Charles Schwab
ETFs or Mutual Funds: How to Choose?
Both exchange traded funds and mutual funds can suit your investing needs, so how do you know which to choose? Click here for more insights: http://insights.schwab.com/ 0915-89XW
Views: 11823 Charles Schwab
A Portfolio Constructed by Schwab.  Here it is.  Where is the methodology?
A Portfolio Constructed by Schwab. Here it is. Where is the methodology?
Views: 964 Bill Gunderson
3 Funds to Build a Simple, Defensive Portfolio
Our analysts share three ETFs that could serve as the backbone of a portfolio designed to reduce volatility. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
Views: 1630 Morningstar, Inc.
Are robo-advisors a good idea for investing?
Wealth Health Managing Director Ed Butowsky on robo-advisors vs. human advisors for investing. Watch Gerri Willis talk about Financial Services, Options, US Markets, and Wall Street on Willis Report.
Views: 12182 Fox Business
Schwab Investor Accounts REVIEW
We review the the Charles Schwab High Yield Investor Checking and Schwab One Brokerage accounts. Check out Allen's Channel: https://www.youtube.com/channel/UCrc275yYmYcj9x275_OtSIg MUSIC: Disfigure - Losing Sleep (feat. Tara Louise)
Views: 31723 The Credit Shifu
Is Schwab Intelligent Advisory A Threat To Independent Financial Advisors?
An "#OfficeHours with Michael Kitces" Periscope, looking at whether Schwab Intelligent Advisory is a threat to independent financial advisors. For further details, see https://www.kitces.com/blog/schwab-intelligent-advisory-robo-hybrid-cfp-for-mass-affluent/
Views: 4517 Michael Kitces
January 2018 Schwab Portfolio Review
Follow our journey, United Physicists, where we are trying to grow our wealth. Please note that we (i.e., United Physicists) are not market professionals, investment advisors, brokers or dealers, and we do not have insider information. We are not responsible for any losses due to our market evaluations; these are only our opinions. Safe Harbor Act: Forward-Looking Statements are included within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements regarding our expected future financial position, results of operations, cash flows, financing plans, business strategy, products and services, competitive positions, growth opportunities, plans and objectives of management for future operations, including words such as "anticipate," "if," "believe," "plan," "estimate," "expect," "intend," "may," "could," "should," "will," and similar expressions are forward-looking statements and involve risks, uncertainties and contingencies, many of which are beyond our control, which may cause actual results, performance, or achievements to differ materially from anticipated results, performance, or achievements. We are under no obligation to (and expressly disclaim any such obligation to) update or alter forward-looking statements, whether as a result of new information, future events or otherwise. We do not recommend that you follow our lead. Always do your own research, per our motto - dare to know!
Views: 76 United Physicists
Dave Ramsey Recommends Mutual Funds Over ETFs
Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 78704 The Dave Ramsey Show
Schwab US Dividend Equity ETF
VIDEO FINANCIAL REPORTING Why Invest in is the first financial video platform where you can easily search through thousands of videos describing global securities. About The Video: We believe that complex financial data could become more approachable using friendly motion-graphic representation combined with an accurate selection of financial data. To guarantee the most effective information prospective we drew inspiration from Benjamin Graham’s book: “The Intelligent Investor”, a pillar of financial philosophy. For this project any kind of suggestion or critic will be helpful in order to develop and provide the best service as we can. Please visit our site www.whyinvestin.com and leave a massage to us. Thank you and hope you'll enjoy. IMPORTANT INFORMATION - DISCLAIMER THIS VIDEO IS FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This video has been prepared by Whyinvestin (together with its affiliates, “Whyinvestin”) and is not intended to be taken by, and should not be taken by, any individual recipient as investment advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The performance of the companies discussed on this video is not necessarily indicative of the future performances. Investors should consider the content of this video in conjunction with investment reports, financial statements and other disclosures regarding the valuations and performance of the specific companies discussed herein. DO NOT RELY ON ANY OPINIONS, PREDICTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain of the information contained in this video constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. None of Whyinvestin or any of its representatives makes any assurance as to the accuracy of those predictions or forward-looking statements. Whyinvestin expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements. EXTERNAL SOURCES. Certain information contained herein has been obtained from third-party sources. Although Whyinvestin believes such sources to be reliable, we make no representation as to its accuracy or completeness. FINANCIAL DATA. Historical and fundamental data, ratios, exchange rate, prices and estimates are provided by Xignite,www.xignite.com. Data are sourced by Morningstar research. Whyinvestin does not verify any data and disclaims any obligation to do so. Whyinvestin, its data or content providers, the financial exchanges and each of their affiliates and business partners (A) expressly disclaim the accuracy, adequacy, or completeness of any data and (B) shall not be liable for any errors, omissions or other defects in, delays or interruptions in such data, or for any actions taken in reliance thereon. Neither Whyinvestin nor any of our information providers will be liable for any damages relating to your use of the information provided herein. Please consult your broker or financial representative to verify pricing before executing any trade. Whyinvestin cannot guarantee the accuracy of the exchange rates used in the videos. You should confirm current rates before making any transactions that could be affected by changes in the exchange rates. You agree not to copy, modify, reformat, download, store, reproduce, reprocess, transmit or redistribute any data or information found herein or use any such data or information in a commercial enterprise without obtaining prior written consent. Please consult your broker or financial representative to verify pricing before executing any trade. COPYRIGHT “FAIR USE” Whyinvestin doesn’t own any logo different from the whyinvestin’ s logo contained in the video. The owner of the logos is the subject of the video itself (the company); and all the logos are not authorized by, sponsored by, or associated with the trademark owner . Whyinvestin uses exclusive rights held by the copyright owner for Educational purposes and for commentary and criticism as part of a news report or published article. If you are a company, subject of the video and for any reason want to get in contact with Whyinvestin please email: [email protected]
Views: 194 Why Invest In
Charles Schwab Wins For Best Online Portfolio Advisory Services (2018)
I reviewed 6 different well-known and established investment firms: USAA Trowe Price Vanguard Fidelity Schwab Betterment I looked at the investments they recommend. I looked at the level of diversification in these recommendations. I looked at the internal fees those recommended investments charge, as well as any management fees they might charge. I looked at their online questionnaire which is used to determine who YOU are as an investor before they made a recommendation. I looked at ease of website management. And many other things. What I've come to conclude is that while Schwab and Vanguard are neck in next in their total offerings, I think Schwab is just a bit superior. I think Fidelity and USAA's Robo(or digital) advisor offerings are stellar too. However, the next step up from RoboAdvisor to actually working with a human being as these firms is a bridge too far to put them in my top recommendations. Way too expensive relative to their robo-advisor portfolios. Betterment is quite favorable from a cost perspective, ease of use, and I love its focus on tax-managed investing. However, they are small and that concerns if they were to be bought out at some point by a larger firm, what happens then? Trowe Price is good, not spectacular but absolutely a reasonable offering. Just when comparing to the other firms, it's hard to put them on top. If you were to go with Trowe Price would you be a fool? NO! They are good, just not great. The reason I chose Schwab and Vanguard in my top two is because the fees, with a personal advisor should you desire, the diversification and that they're both gigantic firms. The only drawback from Schwab is it is traded publicly. So, if profitability ever becomes an issue their shareholders will scream bloody murder and that will be the end of the Intelligent Portfolio offerings. Vanguard, though, doesn't have branches scattered throughout the States so EVERYTHING you do with Vanguard is over the phone. I like ability to have a face to face meeting if the need arises. Also, Vanguard, doesn't have the true entry robo-advisor portfolio like Schwab does. At least that I could find. So unless you want to pay the .35% for their Portfolio Advisory Services, you are on your own. Nothing inherently wrong with that but Schwab does allow you to get in the door with a $5k minimum for their Robo-advisor. So, all in all, you can't go wrong with MOST of these firms platforms. But there are a couple that stand out and that is Schwab...followed closely by Vanguard. ================================= If you like what you see, a thumbs up helps A LOT. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 GET MY BOOK: Strategic Money Planning: 8 Easy Ways To Put Your House In Order It's FREE if you're a Kindle Unlimited Subscriber! https://amzn.to/2wKGi50 GET ALL MY LATEST BLOGPOSTS: http://heritagewealthplanning.com/blog/ PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910
How to invest $30,000 | Portfolio building my way
This is where the rubber meets the road. Curiosity about the market turns into reality investing in the market. Sound foundation building requires avoiding temptation on risky assets, sticking to a long term plan, and choosing the right account. the following is a breakdown of some of the cornerstone principles I talk about in this video: (VOO) Vanguard S&P ETF (AAPL) Apple Computers (PG) Procter & Gamble (DIS) Walt Disney (JPM) JP Morgan Chase (UTX) United Technologies (V) Verizon (DUK) Duke Energy The final option to be fit into the above listed is a well diversified INDEX FUND like: VHDYX Vanguard High Dividend Compounding interest calculator and fee comparison tool: http://www.tradingacademy.com/resources/calculators/compare-investment-fees.aspx ----The following equipment was used to produce this video---- Camera: http://amzn.to/2r4PWKX (Hero 4)(Old videos) Camera: http://amzn.to/2sc4Alk (Hero 5)(New videos) Tripod: http://amzn.to/2sceOlG Lighting: http://amzn.to/2rxXE1G Desk: http://amzn.to/2sc0s4K Microphone: http://amzn.to/2sLGTgz Citizen Watch: http://amzn.to/2s5LAny DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here. One singular mission: Share with every viewer the best kept secret in the Financial Wold! It's a secret that money managers don't want you to know about. Here it is: You can own/trade individual stocks, etf's, own index funds and limited partnerships or bond funds all within your roth ira account! The secret is in the type of account you need to start. The self managed account. You will not hear this from your financial planner. This relatively new service is available to anyone who opts to take charge of their own financial future and can do so by starting a self-managed Roth IRA. Any roth account will provide tax shelter and allow for contributions and earnings to be withdrawn at age 59.5 years old. However, only a self-managed account can maximize profits through wealth preservation by eliminating fees charged to traditional investment accounts. Cumulative growth, dividend re-investment and compounding interest can all work to maximum potential for you free of the damaging effect of fees from traditional managed account types. It's an exciting time to be an independent investor. Accelerate your returns by building a passive or active portfolio using my 22 years of experience and foundational approaches that are easy to understand and take little to no experience. Just a little initiative will result in stepping into a whole new world of accelerated profits and financial security for you, and your family. No too accounts are the same. Investment tolerances differ. That makes it even more important for you to pay attention to and learn some of the basic terminology, potentials, account types and use them to align your specific financial plan with your financial future. See what it's like to become an Independent Investor. It may be the most financially liberating move you could ever make in your life!
Views: 4927 Independent Investor
How To Invest $1,000 in 2018
When you are just getting started investing in the stock market it can be intimating. Many times you have limited capital to spend. As a result, it is crucial that you get the most out of your capital as possible. The first thing you want to avoid is paying for any types of fees, specifically brokerage fees for buying and selling stock. The good news is that brokerage fees have come down significantly over the years; however, many brokerage firms still charge between 5 to 10 dollars a trade. If you are investing $1,000, just having one or two trades can already mean you are down a full percentage point. So the first thing you want to do is find away to invest without having to pay commissions. This can be done through signing up with brokerage firms that either offer free trades or have investments that are free to trade. Merrill Edge is one of my favorite brokerage platforms and is the product provided by Merrill Lynch now Bank of America. They have historically had offers that either give you money just for signing up or offer you free trades to get started. For example, an offer they had last year I believe gave up to 300 trades for 3 months. While I doubt you will be trading that much when you get started, having free trades at your disposal for your first three months can be a great perk while you are getting started. Another option is Charles Schwab. Charles Schwab allows you to open a brokerage account with as little as $1,000. They do charge $4.95 for most trades but they have a list of over 200 ETFs you can trade for free. This is another great option when you are getting started to avoid fees. Finally, if brokerage firms do not seem like a good fit, many investors have had success with Robin Hood which is an application that allows you to trade for free. These are just a few of the many options out there. The firms are constantly having offers to incentivize new investors to sign up so with a little research you should be able to get a great deal. So now that we have covered some ways to avoid commissions, the next step is to think about what investments may make sense to get started. First, if you only have $1,000 it may be best to avoid individual stocks. With $1,000 it will be very challenging to diversify your portfolio. This will result in concentration risk which means you can lose a significant portion of your investment if a single holding goes down. Given this risk, an ETF or mutual fund investment may be a good choice because these types of investments are really like buying baskets of different stocks so you instantly can get diversification through purchasing just one investment. Of these two options, a low cost ETF would be my preferred choice. Similar to commissions that can eat away at a portfolios return, management fee’s or expenses can also deteriorate gains. So what are some options of low cost ETFs that provide strong diversification? Well the first is VOO which is the Vanguard S&P 500 ETF. This is a great way to invest in the U.S. economy and stock market through a single investment. It has a low expense ratio of 0.04% and yields approximately 1.75%. The stock price is roughly $250 per share so you can easily purchase a few shares even with a smaller portfolio. If you want to invest in equities but want something with international exposure, then VT or the Vanguard total stock market fund may be a good option. Now these are just a couple equity ETFs you can consider. There are lots to choose from and many are great choices. Just try to find ETFs that are well diversified, meaning not sector specific, and have low fees. Now in addition to an equity ETF or ETFs you can get a bond ETF. This can provide fixed income exposure to your portfolio. Generally fixed income instruments are considered safer because they are less volatile. That said, you can still lose money with fixed income instruments so there is always risk. They can however diversify the risk of your overall portfolio so you are not 100% concentrated in equity securities. A fixed income ETF that I use is BND which the Vanguard total bond fund. It yields over 2 and half percent, distributes dividends monthly and has a low expense ratio of 0.05%. Again, just one example. Similar to equity ETFs there are many choices just try to stay away from those with high fees. Please checkout my channel and subscribe for future videos on stock market investing, passive income, peer to peer lending and more! https://www.youtube.com/channel/UCjAY... Please note I am not a Financial Adviser, the information provided is my opinion for entertainment and fun. This is NOT Investment advise, you should always consult with a professional Financial Adviser or Tax Professional. I'm not responsible for any monetary gain or loss that my occur following my opinion.
Why I Invest In Exchange Traded Funds (and Why You Should Too!)
This video will go into the pros and cons of investing in Exchange Traded Funds (ETFs). I'll talk about what they are, why they are great for diversifying your portfolio, and why I invest in Exchange Traded Funds. I hope it helps you to decide whether ETFs are right for you and your investment goals. SUBSCRIBE TO MY YOUTUBE CHANNEL http://www.youtube.com/subscription_center?add_user=traceysebooks BOOKS 30 Day Spending Detox $0 to Rich Shopping for Shares LINKS Finance Website: http://shoppingforshares.com Writing Website: http://traceywritesbooks.com Facebook: https://www.facebook.com/tracey.edwards.author/ Instagram: https://www.instagram.com/traceywritesbooks/ CONTACT http://traceywritesbooks.com/contact-us/
Views: 154 Tracey Edwards
Lessons Learned from Investing
We asked real investors what they learned from their investing experiences. This is what they said… For more about Schwab Intelligent Portfolios, visit http://intelligent.schwab.com/ (0418-8HKY)
Views: 44968 Charles Schwab
Schwab Intelligent Portfolio Investment Losses
Schwab Intelligent Portfolio investment losses can be recovered through the FINRA arbitration process. Schwab Intelligent Portfolio is sued multiple times a year for common investor claims. Some common investor claims against brokerage firms such as Schwab include unauthorized trading, fraud, churning, selling away, failure to execute a trade, fraudulent withdrawals and unsuitable investment recommendations. These are prohibited under most states securities acts. To find out more about these illegal practices, please visit our related website at www.investmentfraud.pro. When opening an account with Schwab, in the fine print of your brokerage account, it states that if you would like to sue the firm for any reason, you must do it through the binding FINRA arbitration process. The process only takes approximately 12-14 months and is faster and cheaper than courthouse litigation. We sue brokerage firms such as Schwab the issues listed above. We encourage you to call Stoltmann Law Offices at 312-332-4200 to speak to an attorney. We are securities attorneys who specialize in recovering investment losses with brokerage firms such as Schwab.
Views: 1982 Andrew Stoltmann
Schwab Intelligent Portfolios Is So Amazing Decades
Directed by Thorton Hoppersworth for Charles Schwab. Stephen Portrays Nelson Rockefeller. Stephen Brown Portrays Sean O'Connor the tough no nonsense counselor at the rehab center where Brennan Manning is in therapy. Stephen Brown is a veteran Actor with over 25 years of Television, Film and theater credits. Stephen Brown has appeared along side screen legends such as Kris Kristofferson, Vinny Jones, Dolph Lundgren, Jame Remar, Danny Trejo, Michael Pare’ and more. Portraying multiple character’s from Law Men to Gun Slinger.
Views: 151 Steve Brown Actor
Schwab CEO's surprising investment advice
Walter Bettinger, CEO of Charles Schwab, says many investors should avoid individual stocks in favor of ETFs.
Views: 2024 CNNMoney
Charles Schwab Review: Schwab vs. Competition? AngelKings.com
Charles Schwab Review for Investors, vs. Competitors such as ETrade, Scottrade, Ameritrade, Fidelity and Vanguard. Learn from the expert on investing Ross Blankenship (http://angelkings.com/invest) as (http://www.theinvestingexpert.com) describes Charles Schwab's stock trading and investing fees, platform review and analyze what's best for new investors. What is a brokerage account and how does it work? What year was Charles Schwab's company founded? Learn everything you need to know about Charles Schwab and online brokerages from the #investing expert Ross Blankenship and begin investing today, http://angelkings.com/invest #CharlesSchwab #Schwab investing #Charles Schwab
Schwab Intelligent Portfolios TV Commercial - Tangerine Talent
Schwab Intelligent Porftolios TV Commercial. Tangerine Talent Agency
Views: 224 Tangerine Talent
Robo Advisor are taking over at Schwab.
Robo Advisor are taking over at Schwab.
Views: 274 Bill Gunderson
Schwab Intelligent Portfolios gathers $500 million, Orion highlights, LinkedIn acquires Refresh
Visit http://fppad.com/159 for the links to this week's top stories. On today’s broadcast, Schwab Intelligent Portfolios gathers over $500 million dollars in its first few weeks, find out why Orion Advisor Services is regarded as one of the good fintech vendors, and personal dossier app Refresh gets acquired by LinkedIn. So get ready, FPPad Bits and Bytes begins now.
Views: 1546 FPPad
Are robo-advisors a better investment tool for millennials?
That's So Money: Jennifer Schonberger takes a look at the positives and negatives of using robo-advisors to build a portfolio
Views: 2359 Fox News
Charles Schwab Outlines the ETF Success Story
Visit https://www.etftrends.com The exchange traded fund universe continues to expand at an fast clip as more investors turn to the cheap, easy-to-use investment vehicle to access various market segments. "We continue to see ETFs grow, grow, grow, and it's not surprising," Heather Fischer, Vice President of the ETF & Mutual Fund Platforms at Charles Schwab, said at the recent Morningstar ETF Conference. "We recently did our annual ETF investor study, and the results tell us that they have long been interested in ETFs and that enthusiasm continues."
Views: 139 ETF Trends
Robo-advisors favour ETFs for portfolios
They are low cost and tax efficient, says Michael Katchen, CEO, WealthSimple.
Views: 33 Ashley Redmond
These are the best ETFs for 2018! I chose these 4 ETFs as the best ETFs for 2018 is because they have produced excellent returns with low volatility. ETFs are a great way to get exposed to many stocks with one security, and they are usually less volatile than picking single stocks. ETFs are the way to go for investors who want to "set it and forget it". (VUG) VANGUARD GROWTH FUND - This is the single largest holding in my own personal portfoli - Give you exposure to 313 US large cap growth companies that are relatively stable - 1 year ROI = 24.27% vs. 17.93% SP 500 - 5 year ROI = 101.57% vs. 89.06% SP 500 - Top 10 Holdings = Apple, Amazon, Facebook, Alphabet (Google), Visa, Home Depot, Coca Cola, Comcast, Philip Morris - VUG holds a good mix of large cap growth companies with a solid 1.18% dividend yield make this a staple in my portfolio. (SPY) SPDR S&P 500 ETF Trust - Launched in 1993, this is literally the oldest ETF in existence, and it’s been one of the most solid over the years. - The spider S&P 500 tracks all of the companies contained within...You guessed it… the S&P 500! - 1 year ROI = 18.05% - 5 year ROI = 89.61% - Top 10 holdings are Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, Berkshire Hathaway, JP Morgan Chase, Exxon, Google, Bank of America - This is for investors who want just a little less volatility than you would get with a growth ETF like VUG - This is a great “set it and forget it" ETF that you just add to monthly (VYM) VANGUARD High Dividend Yield - Dividend-paying stocks tend to perform better, as a group, than non-dividend stocks, and also generally do better during tough economic times. - For investors who want exposure to rock-solid dividend stocks, but don't want the guesswork and risk involved with choosing individual stocks - Invests in 401 stocks that pay higher-than-average dividend yields, and specifically excludes REITs - 1 year ROI = 12.36% - 5 year ROI= 73.34% - Top 10 holdings are microsoft, J&J, JP Morgan Chase, Exxon mobil, wells fargo, Procter & gamble, chevron, at&t, pfizer, intel - The dividend yield = 2.85% ARK ETF Trust - The ARK ETF is an actively-managed fund that focuses on companies working in next-generation sectors, like cloud computing and Big Data. It has a nice mixture of recognizable names, as well as lesser-known speculative companies. - BitCoin Investment Trust is the top holding in ARK, and this fund is banking heavily on bitcoin and cryptocurrencies. While that may seem like an unnecessarily heavy risk, I believe could possibly pay off handsomely. - 1 year ROI = 85.34% - Since Oct 2014 = 139% - Top 10 holdings: bitcoin investment trust, amazon, athena health, twitter, tesla, 2U inc, netflix, nvidia, google, mercadolibre. Bitcoin and the blockchain are the ultimate disruptors. Everything that we know about business and finance will change over the next several years. // Courses That I've Created ▸ My Marijuana Stock Investing Course | https://goo.gl/JqpbkM (Get $10 Off with that link) ___ // Playlists ▸ My Stock Market Videos | https://www.youtube.com/playlist?list=PLel90WA3J2dTsePkdVn1HMWfVPImjhm_1 ▸ My Personal Finance Videos | https://www.youtube.com/watch?v=RtnCs7eyIds&list=PLel90WA3J2dQ7M7Mt9-isj_Q0Nix7kDpr ▸ My Book Reviews | https://www.youtube.com/watch?v=C65rrjGtoDs&list=PLel90WA3J2dT5efa0umKONs83ygRJWj_9 ___ // Apps That I Use 📈 Robinhood - Trade Stocks & Crypto FREE | https://goo.gl/muWAtR (Sign up with this link and get a FREE Stock) 💸 Qapital - The App I use to save $$$ without noticing | https://goo.gl/i6sf2W (Get $5 FREE when you use that link) 💰 Coinbase - Invest in Bitcoin & Cryptocurrency | https://goo.gl/3B3t23 (Get $10 in FREE Bitcoin when you use that link) ___ // My Social Media ▸ Instagram | @whiteboardfinance ▸ Twitter | @whiteboardfin ___ // Books (Highly Recommended) ▸ Rich Dad Poor Dad: http://amzn.to/2DEWioH ▸ Millionaire Next Door: http://amzn.to/2D41y46 ▸ Think & Grow Rich: http://amzn.to/2BUMPJa ▸ Richest Man in Babylon: http://amzn.to/2BWI02d ▸ How to Win Friends: http://amzn.to/2BtCwuV ___ // My Gear ▸ Camera: http://amzn.to/2BVNWII ▸ Microphone: http://amzn.to/2BTxOHz ▸ Tripod: http://amzn.to/2D5cJtf ▸ Lighting: http://amzn.to/2BUzxwf ___ // About Me My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, and entrepreneur. DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
Views: 34513 WhiteBoard Finance
How Charles Schwab ETFs Hit $100 Billion AUM
Charles Schwab is now the fifth largest ETF provider on the market, with $104 billion in ETF assets under management. The firm is also known for its ultra cheap passive index-based ETFs that help investors gain broad market exposure.
Views: 182 ETF Trends
Intelligent Investing with Multi-Factor, Smart Beta ETFs
Exchange traded funds allow investors to cheaply and easily access widely observed benchmark indices and markets. As investors grow more sophisticated, more are turning to the next evolution in passive index funds: smart beta. ETF Trends publisher Tom Lydon spoke with Abby Woodham, ETF Strategist for Deutsche Asset Management, at the 2017 Morningstar Investment Conference in Chicago April 26-28 to talk about multi-factor, smart beta strategies in the ETF space.
Views: 458 ETF Trends
Did You Know? Rebalancing
Did you know rebalancing your portfolio can reduce your risk? https://intelligent.schwab.com 0715-4TVC
Views: 196778 Charles Schwab
Review of Charles Schwab
Well, this is pretty self explanatory. Tune in and find out if Jerremy likes the user interface, flow and option orders that the online / browser version of Charles Schwab offers.
Views: 8111 Real Life Trading
Wealthfront vs. Betterment - Best Robo-Advisors
Wealthfront vs. Betterment - Best Robo-Advisors - In this video, I discuss Wealthfront and Betterment, the two leading alternatives to traditional investment advisers. **Grab my ebook - Investing Is Easy: Investing Is Easy: Investing for Beginners and Investors Who Want Better Returns - http://amzn.to/2FKsw36 Wealthfront is an automated investment service firm that builds and manages personalized, globally-diversified investment portfolios. It provides data-driven, actionable recommendations to improve net-of-fee, after-tax, risk-adjusted returns. With an annual advisory fee of 0.25%, users can monitor their real-time investment performance, review recent transactions, receive financial advice, and manage their deposits. Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Betterment charges a management fee of 0.25% and 0.40% for premium services. The company’s mobile app enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Key Takeaways 1. Investment strategy: Both firms use low-cost, index ETFs to build portfolios. Smart beta and socially responsible investing available. Also, Betterment offers income-focused portfolios. 2. Fees: Wealthfront, 0.25%, Betterment 0.25% or 0.40% 3. Financial planning: Wealthfront, software-based. Betterment, access to financial planners for accounts with minimums of $100k. 4. Differences: Wealthfront, 529 plan and portfolio line of credit. Betterment, trust account and access to financial advisors. 5. Minimum deposit: Wealthfront, $500 (first $10k managed for free). Betterment, $0. 6. Tax-loss harvesting: Both companies offer tax-minimization strategies. Conclusion: Both investment firms are excellent. Choose Wealthfront for a slightly more sophisticated investment strategy. Choose Betterment for financial advice and one-on-one support. Other robo-advisers I recommend: Vanguard Personal Advisor, Schwab Intelligent Portfolios, and Personal Capital (for accounts over $5M) ---------- → Visit my blog for more personal finance content: http://ow.ly/aXv230hGhaB → I use TransferWise to send money globally. Get the best rates and pay lower fees: http://ow.ly/VWwi3055fk5 Please SUBSCRIBE to my channel and let's succeed together. This page may contain affiliate links. If you click on a link, I may receive a commission. Visit my blog to learn about affiliate marketing: http://ow.ly/68x530lvD4M
Views: 10785 Chad Tennant
Retirement Plans: Last Week Tonight with John Oliver (HBO)
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
Views: 9857132 LastWeekTonight
Rise of the Robo Advisors
The financial advisory business is facing an impending transformational change. Gen X is now poised to become the US’ wealthiest demographic once boomers and their parents pass on an estimated 24 trillion dollars. This means the younger, soon-to-be wealthiest Americans will need financial advisors, and they're much more likely to seek that help from algorithm-based robo-advisors than humans. What does that mean for the financial advice market?
Views: 21549 Investopedia
Schwab Lowers Price Bar With New Target Index Funds
Charles Schwab has a new target in the battle for your retirement dollars. Schwab is launching Schwab Target Index Funds, the lowest-cost target date funds available to retirement plans, with an across-the-board expense ratio of 8 basis points and no minimum investments, regardless of plan size. Prior to the introduction of Schwab Target Index Funds, the most competitive pricing for target date funds (TDFs) could require minimums of $100 million or more. 'There is a laser focus on fees and this levels the playing field for access to all investors,' said Jake Gilliam, portfolio strategist at Charles Schwab Investment Management. Under Schwab's new arrangement, every plan gets the same low price, and participants no longer have to pay more just because they may work at a smaller company. The new products are constructed with Schwab ETFs. The new series includes funds with target retirement dates between 2010 and 2060 in five-year increments. Outside of retirement plans, the new funds will be available to individual investors at 13 basis points with a $100 minimum investment. The asset allocations in Schwab Target Index Funds are adjusted annually and become more conservative over time according to a predetermined 'glidepath'. This reflects both the need for reduced investment risk as retirement approaches and the need for income after retiring. At its starting point, the glidepath for the longest-range fund (Schwab Target 2060 Index Fund), begins with an asset mix of approximately 95% equity, 5% fixed income, cash and cash equivalents. At their target retirement dates, each fund reaches approximately 40% equity, 60% fixed income, cash and cash equivalents. Each fund then continues reducing its equity allocation for an additional twenty years to reach its most conservative and final allocation of approximately 25% equity, 75% fixed income, cash and cash equivalents. Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
Index Funds vs. Mutual Funds | Phil Town
What's the difference between an index fund and a mutual fund? In a lot of ways, they’re both very similar in that their overall goal is to diversify your portfolio across hundreds of stocks, but the differences may make you want to choose one over the other. http://bit.ly/1OK0h05 In this video, I discuss the differences between index funds (also known as exchange-traded funds) and mutual funds, and whether or not they can be a helpful addition to your financial portfolio. To sign-up for my Transformational Investing Webinar, visit the link above. Think you have enough money saved for retirement? Learn more: http://bit.ly/1Yw1FOq _____________ For more great Rule #1 content and training: Podcast: http://bit.ly/1V5jM8z Blog: http://bit.ly/1JtyS0M Twitter: https://twitter.com/Rule1_Investing Google+: +PhilTownRule1Investing Pinterest: https://www.pinterest.com/rule1investing/ fund, index mutual fund, index fund vs mutual fund, what are index funds,
schwab etf video
Experience with Schwab Exchange Traded Funds
Views: 379 John Whiteside
Schwab To Offer Free 'robo-advice' Plan In First Quarter 2015
Charles Schwab confirmed on Monday that it will introduce free automated investment plans picked by computer algorithms in the first quarter of 2015. The program, which will be marketed as Schwab Intelligent Portfolios to retail investors and independent investment advisers, will create portfolios of exchange-traded funds managed by Schwab and other providers. Schwab officials said in a conference call with analysts and investors, in offering the service without management, transaction or account service fees, Schwab intends to be "disruptive" to competitors that have rapidly been introducing "robo-adviser" platforms that charge fees of about 0.25 percent of money invested. http://feeds.reuters.com/~r/reuters/technologyNews/~3/EgfWH2yLw1Y/story01.htm http://www.wochit.com
Views: 661 Wochit Business
Beth Flynn, Vice President of ETF Platform Management, Charles Schwab
Tom Lydon interviews Beth Flynn, Vice President of ETF Platform Management at Charles Schwab
Views: 215 ETF Trends
Wealthfront Review: Wealthfront vs. Betterment
Full review of Wealthfront.com an investing robo-trading advisor for investors https://wlth.fr/2bqCefI and the Wealthfront platform for trading, including analysis of Wealthfront vs. Betterment, by Investing expert Ross Blankenship who also evaluated FutureAdvisor, Personal Capital, Charles Schwab's intelligent portfolio for investing. #Wealthfront #Investing #Trading #Review enjoy the review of wealthfront
Views: 463 WealthFront
How DoL Fiduciary Will Disrupt The Blackrock And Schwab Robo-Advisors
An "#OfficeHours with Michael Kitces" Periscope, looking at how DoL fiduciary will discrupt the Blackrock and Schwab Robo-Advisors. For further details, see https://www.kitces.com/blog/schwab-intelligent-portfolio-and-blackrock-futureadvisor-under-dol-level-fee-fiduciary-rules/
Views: 2845 Michael Kitces