Optional Group Legal Plan Commuter Tax Savings Program We’re committed to offering comprehensive and competitive benefits coverage that empowers the wellbeing of you and your family. That’s why Schwab offers flexible plans that are designed to meet your personal needs. ...
At its core, the purpose of estate planning is to ensure your assets transfer to your heirs as efficiently and effectively as possible. And that's where trusts come in. Not only do they bypass probate—the often lengthy legal process of validating your will—but trusts also leave behind prec...
34 This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Neither the tax-loss harvesting strategy nor any discussion herein is intended as tax advice, and Schwab Asset Management does not represent that any particular tax consequences...
Biden argued that Sorensen could still be prosecuted under the Espionage Act and insisted the “real issue” during Sorensen’s confirmation hearing was “whether Mr. Sorensen intentionally took advantage of ambiguities in the law, or carelessly ignored the law.” After all, Biden continued, “If ...
Catherine MacGregor 1964 Chief Legal Officer and Secretary, Schwab Funds and Schwab ETFs Chief Legal Officer, Vice President and Clerk, Laudus Trust (Officer of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios and Laudus Trust ...
Rise of the Machines: The Legal Implications for Investor Protection with the Rise of Robo-Advisors This note examines the complex state of financial innovation and preexisting investor protection regimes, mainly the Investment Advisers Act of 1940, which do not properly address the question of wheth...