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.During the briefing, we reviewed a Sample Statement and used the Schwab Statement Guide to help. If you missed our last clien [...]
