Carlos M. on LinkedIn: Charles Schwab Brokerage Review 2024 (2024)

The integration structure also helps advisors manage their clients' retirement plan assets to a fiduciary level of care, something that the Department of Labor has stressed with the DOL fiduciary rule that was finalized in April

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‘Next generation clients require a lot of guidance in building up their success'

Great article with comments from our CIO Matthew Rubin on the growing significance of private credit in the financial landscape in a recent Citywire article: "As long as the economic backdrop remains the way it is right now, we continue to think there'll be opportunities in private credit, and we want to be looking for innovative and novel ways for clients to be able to capitalize on that in their investment portfolios." Read full article here: https://lnkd.in/eYzKAf7Q

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We are honored to announce that for the fourth consecutive year CSP has been recognized on the Barron's Advisor list of Top 100 RIA Firms in the nation: https://lnkd.in/eYwsb3EW.This is made possible by the commitment to excellence from our dedicated colleagues. At CSP, we take immense pride in consistently upholding A Higher Standard of service.Barron's annual ranking of independent advisory firms evaluates various crucial factors, including assets under management, regulatory track record, staffing diversity, technology investment, and succession planning, among others.For those interested in the methodology behind the rankings, please visit: https://lnkd.in/eBuu2R2R.We extend our gratitude for your ongoing support and trust in CSP. We look forward to the opportunity to continue serving you with the utmost dedication and professionalism.Received September 2023 for the year 2022. Licensing fees paid post-award for the use of the ranking.#AHigherStandard #BarronsRanked #CSPAchievements #Top100RIA

The sequence of returns illustrates that if you have heavy losses in the critical period—the five years before retirement and the first five years after—it can have significant negative effects on your investment account balance later in retirement

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Cost matters.When hiring a financial advisor, make sure you understand what you're going to pay and what you get for that fee.

Great resource from Vanguard. For most people, saving for retirement is the largest savings goal you'll have. If you're going to DIY your retirement savings, make sure you've got a firm understanding of the foundational concepts of retirement savings.

Excited to leverage the support, resources and capabilities of such a great firm in the RIA space to continue serving clients.

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