Asset Management

Asset Management
Register

Momentum Vertical Test

A vertical momentum bar should separate this item from the image on the right, because I have included the .momentum--vertical class

illustration of a man looking at a compass

test accordion description

Item 1 body

Modal Link
Schwab Market Update

Fed Cut Seen, but Dissents, Powell, Dot Plot Eyed

The Fed is seen cutting rates by 25 basis points today. Focus then turns to Powell's thoughts, the dot plot of rate projections, and any dissents. Oracle reports after the close.
December 10, 2025

Momentum bar corners test

The momentum bar should extend all the way across this element so that there are no dark blue corners.

regular text

large text

Line chart comparing largest 3 stocks and largest 10 stocks in S&P500 1990-2025

DFCO Title

  • Investment Insights

    Municipal bonds—valuations on longer-term maturities look favorable

    For tax-conscious clients comfortable with taking on some additional interest rate risk, longer-term municipal bonds might be worth a closer look. Support your conversations with this client-approved chart.
  • Washington Watch

    RIA Washington Watch: What to watch post government shutdown

    By Michael Townsend

    What is RIA Washington Watch?

    Every quarter, RIA Washington Watch brings you the most up-to-date information on registered investment advisor news and policy changes to help your firm make informed decisions.

    This report is current as of November 24, 2025

  • Wealth management

    Grantor Retained Annuity Trusts (GRATs)

    A properly structured GRAT can help your clients transfer significant assets to their beneficiaries with no estate tax and a significantly reduced gift tax cost. Help your clients manage the assets they wish to pass to their beneficiaries.
XXXX-XXXX

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any of Its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

© 2025 Charles Schwab Investment Management, Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.