We’re excited to announce our $75 million Series C led by @sequoia, with participation from @jpmorgan, @WellsFargo, @ThriveCapital, @khoslaventures,@BoxGroup, Mantis VC, Positive Sum, Stonecroft Management & @_altcapital to build AI that makes the best financial professionals smarter, faster, and more ambitious.
There’s a long road ahead and we’re grateful to our clients, team, and investors for their partnership as we set out to transform finance. https://t.co/5uzTVhX3jK
"For a lot of folks they tend to wait until the last minute if they vote by mail... and that might frankly compound the problem... Find out your state's rules, get your ballot now, fill it out now, and send it in" - @jenkinsgreg w/ @NicolleDWallace@ProjYellowstone
Relying too heavily on the first information you receive to make future decisions is known as “anchoring bias” and it can affect your #retirement strategy. Learn how to avoid it: https://t.co/ZYd95yRcPT #BehavioralFinance#BeFiWeek
Schwab’s Independent Advisor Outlook Study asked advisors about factors driving growth and about potential barriers to growth. Find out what advisors said: https://t.co/uo7CMy9OFc
I really love to see the work @CharlesSchwab does within the community. Learn a little more about our involvement with @MyPathUS: https://t.co/gymUBmbfeF
Are you prepared for a financial emergency? Creating a safety net may be easier than you think. Advice here from @CarrieSchwab: https://t.co/JZtl4Z5P2S
Managing our personal finances can be about as fun as doing taxes, but there are specific things you can do to make money management as painless as possible: https://t.co/6wtrLk1Int
Putting together a budget is a crucial step in taking control of your financial wellness. In this video, we walk you through our basic steps towards creating a useful budget. https://t.co/Kaa7C4Wq60
When it comes to saving for college for your kids, there are a few different planning options. But how do you know which plan is right for you? https://t.co/tdEhbJX3Wc
I agree with Carrie Schwab-Pomerantz when she says “Financial literacy is an everybody issue.” Read more from Carrie in this recent piece from the Nob Hill Gazette. https://t.co/1TiwnjgGnK
If you're not sure what declining interest rates mean for your balance sheet, this helpful graphic explaining the short-term and long-term impacts. https://t.co/45TwLCn2rF
Want to declutter your finances? Closing financial accounts you no longer need can be a good idea, says Carrie Schwab-Pomerantz, but take special care with credit cards.
https://t.co/3ww4bsCSjE
I’m so proud of all the great work Schwabbies did during our 16th annual Schwab Volunteer Week—and continue to do year-round. Here’s to supporting local nonprofits! #Schwab4Good#fbf#flashbackfriday
Proud (but not surprised) to see Schwab recognized as one of @Indeed’s Top 50 Workplaces of the #Fortune500 companies for the second year in a row! https://t.co/HcsEcoW6G7 #TopRatedIndeed