Recently, we hosted a Client Briefing here in our office where we discussed how to interpret your Schwab brokerage statement. If you’re not a financial professional, a brokerage statement may seem overwhelming or even intimidating. But we believe it’s important for all our clients to have a basic understanding of what is happening each month in their accounts.
If you missed our last client briefing, don’t worry! We host at least one client briefing each month and discuss various topics that are important to our clients. We welcome your topic suggestions and attendance! Just let your advisor know if you’re interested in attending one in the future!