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March 24, 2023

Schwab and Asset Safety

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

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Financial Insights

MARKET COMMENTARY: May 2023

The U.S. economy continues to be resilient, will the Fed continue to raise rates? We expect the Fed to raise its rate target by another 75 basis points (0.75 percentage point) this year, to a range of 5.5%–5.75%. We don’t foresee rate cuts before 2024….
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emX from eMoney Advisor

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We’re excited to introduce emX from eMoney Advisor. More than just Bernardo’s client portal, emX offers you a complete personal financial management website. It keeps your various banking, investment, and insurance accounts updated and organized, lets you manage your budgets and spending, and even helps us chart a path for your long-term-planning goals — all in one convenient online/mobile experience. Contact us to sign up.

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This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Bernardo Wealth Planning recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. © 2016 Bernardo Wealth Planning

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