In follow-up to my video yesterday, I had a number of clients reach out asking if their assets are safe at Schwab. I believe there is no question that the answer is YES. Schwab is a very strong institution that is not caught up in the same issues as Silicon Valley Bank. Taking that one step further, check out this video where I go over the strength of Schwab and the various levels of protection we have if they were to ever have a solvency issue. Here are two pieces that I reference in my talk:
How Client Assets are Protected at Schwab
Schwab’s perspective on recent industry events (Silicon Valley Bank)
It is our biggest goal for you and your family to feel that your assets are safe and that with the help of our team, you can sleep well at night. As always, we welcome your questions and conversations.
Be well,
Nick & Team