Research |
Research
2008 Recently Independent Advisor Survey
2008 Ariel-Schwab Black Investor Survey
A Shared Benefit: Employer Views on the Value of 401(k) Plans
Rethinking Retirement: Four Generations Share Their Views on Life's Third ActSAN FRANCISCO, July 15, 2008 — Americans across generations are developing new and different ideas about how they expect to approach retirement. In a landmark study of four generations released today by Charles Schwab & Co., Inc., survey participants across the board see that the responsibility for a secure financial future is rapidly shifting to them.
Financial Planning Student SurveySAN FRANCISCO & LUBBOCK, Texas, July 15, 2008 — Helping people in a meaningful way and putting clients’ interests first is what attracts students most to the independent investment advisory profession, according to a May 2008 survey of 160 financial planning students conducted by Schwab Institutional and Texas Tech University’s Division of Personal Financial Planning. Active Trader Sentiment SurveySAN FRANCISCO, May 14, 2008 — After one of the most volatile quarters in recent history, Charles Schwab today released details of the Charles Schwab Active Trader Sentiment Survey designed to take the pulse of nearly 500 individual investors who trade frequently. Among the findings:
Parents and Money SurveySAN FRANCISCO, March 26, 2008 —Asked to select topics they wish they had learned more about when they were teenagers, the greatest percentage of today’s parents with teens (57 percent) choose “money management.” Surprisingly, most parents admit to raising children who may someday share the same regret. These are among the key findings of “Parents & Money,” the latest annual survey on the topic of families and money released today by Charles Schwab.
Gen X Money Mindsets StudySAN FRANCISCO, Feb. 11, 2008 — Charles Schwab’s Gen X Money Mindsets Study, a segmentation study of more than 5,000 Americans aged 25-40, found that younger investors generally fall into six distinct categories based on their mindsets and attitudes toward money. The study also overturned some commonly held beliefs about Gen Xers and their attitudes toward finances, investing, and achieving the “American Dream.”
BabyCenter/ Charles Schwab SurveySAN FRANCISCO, Oct. 16, 2007 — The hot new gift for today's baby showers isn't the typical onesies or cute stuffed animals. In a BabyCenter/Charles Schwab Survey released today, results reveal that seven out of 10 new moms (71 percent) and two in five mothers-to-be (40 percent) would prefer contributions to a child's savings account over any other gifts.
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