Charles Schwab’s Post

A year from now you may wish you had started today. 💼 Charles Schwab's Disappointing Q2 Results and Insider Buying Frenzy 💼 📉 Summary: Charles Schwab, a prominent financial services company, reported disappointing Q2 results, which had a direct impact on its share price. The company experienced lower-than-expected revenue and earnings due to challenging market conditions and increased competition. As a result, the share price declined significantly, catching the attention of high-profile company insiders. 📈 Insider Buying in Schwab Stock: Despite the decline in share price, a number of influential insiders at Charles Schwab saw this as an opportunity to load up on the company's stock. These insiders, including executives and board members, demonstrated their confidence in the long-term prospects of the company by purchasing additional shares. Their actions sent a strong signal to investors and sparked interest in the future potential of Charles Schwab. ⏰ Act Now to Avoid the Fear of Missing Out (FOMO): As savvy investors, it's essential to stay ahead of the curve and capitalize on opportunities when they arise. The recent buying frenzy by high-profile insiders highlights the potential upside of investing in Charles Schwab, despite its short-term setbacks. ✅ Take control of your financial future by considering investments in companies like Charles Schwab. By leveraging your Health Savings Account (HSA) for long-term investing, you can grow your funds to support your healthcare needs and secure your family's well-being. 🔍 Research, consult with a qualified financial advisor, and make informed decisions to get started today. Don't let the fear of missing out hold you back. Maximize the potential of your HSA account and embark on an investing journey that aligns with your healthcare and financial goals. #hsa #investing #healthcare #health #family #wellness ✨💼💪💰

Over the next four weeks, the vast majority of publicly traded companies will update shareholders on business conditions in Q1. It's called "earnings season," and it happens four times a year. So buckle up because it's relatively likely that you'll read about one company's success, followed by news of another's missteps, more than once in the coming weeks. In the table below, you can see the next month of company reports. On a busy day, more than 400 companies will check in with their numbers. On slow days, typically Mondays and Fridays, you can expect to hear from fewer.1 What A Popular Topic to Hear About? Updates on inflation and artificial intelligence have been the most popular topics. In Q3 2023, “AI” was said nearly 150 times. In Q4 of that same year, the term “inflation” was mentioned at least once during the quarterly calls of over 250 S&P 500 companies. Either could be popular again this quarter.2,3 So far this earnings season, several large banks in the S&P 500 have posted results and their focus has been on the Fed and interest rates. Of course, you would expect banks to talk about interest rates, whereas it may not be as important to a tech company, for example.4 It’s best to prepare for some market volatility as Wall Street starts to collect info about the 2024 business climate. If you want to know when a particular company is reporting, please contact my office. Most have already set the date they are prepared to check in with results. 1. MarketWatch.com, April 19, 2024. Earnings Calendar 2. ResearchFactSet.com, February 29, 2023. From December 15, 2023, to February 23, 2024. 3. Insight.FactSet.com, December 5, 2023, “Fewer S&P 500 Companies Discussing AI on Earnings Calls for Q3 Compared to Q2.” 4. CNBC.com, APirl 11, 2024. “What to expect from bank earnings as high interest rates pressure smaller players.

This week has been a great reminder of why emotional investing can be detrimental. The S&P 500 opened on Monday at 5151, down 195 points from Friday's close—a drop of 3.65%. Headlines screamed, "Over $1.4 trillion in market value wiped out from the S&P 500 today." You could panic, or you could stay patient because you're in it for the long haul. By Wednesday morning, the S&P 500 had climbed back to 5330, only 16 points below Friday's close. All that panic, only to see almost a full recovery in just a few days. If you sold on Monday morning, you would have missed out on a 3.6% rebound.

Over the next four weeks, the vast majority of publicly traded companies will update shareholders on business conditions in Q1. It's called "earnings season," and it happens four times a year. So buckle up, because it's relatively likely that you'll read about one company's success, followed by news of another's missteps, more than once in the coming weeks. In the table below, you can see the next month of company reports. On a busy day, more than 400 companies will check in with their numbers. On slow days, typically Mondays and Fridays, you can expect to hear from fewer.1 What's A Popular Topic to Hear About? Updates on inflation and artificial intelligence have been the most popular topics. In Q3 2023, “AI” was said nearly 150 times. In Q4 of that same year, the term “inflation” was mentioned at least once during the quarterly calls of over 250 S&P 500 companies. Either could be popular again this quarter.2,3 So far this earnings season, several large banks in the S&P 500 have posted results and their focus has been on the Fed and interest rates. Of course, you would expect banks to talk about interest rates, whereas it may not be as important to a tech company, for example.4 It’s best to prepare for some market volatility as Wall Street starts to collect info about the 2024 business climate. If you want to know when a particular company is reporting, please contact my office. Most have already set the date they are prepared to check in with results. 1. MarketWatch.com, April 19, 2024. Earnings Calendar 2. ResearchFactSet.com, February 29, 2023. From December 15, 2023, to February 23, 2024. 3. Insight.FactSet.com, December 5, 2023, “Fewer S&P 500 Companies Discussing AI on Earnings Calls for Q3 Compared to Q2.” 4. CNBC.com, APirl 11, 2024. “What to expect from bank earnings as high interest rates pressure smaller players.”

In case you missed it, Nancy Daoud appeared on The Schwab Network watchlist this week to discuss the AI boom, market swings and the impact overall. #opusadvicefirst #ameriprisefinancial The views expressed here reflect the views of Nancy Daoud as of February 26, 2024. These views may change as market or other conditions change. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Ameriprise Financial cannot guarantee future financial results. Client experiences may vary. The Standard & Poor’s 500 Index (S&P 500®️ Index), an unmanaged index of common stocks, is frequently used as a general measure of market performance. The index reflects reinvestment of all distributions and changes in market prices but excludes brokerage commissions or other fees. It is not possible to invest directly in an index. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. 6425172ACMR0224

Key Factors Shaping Q3 2024’s Financial Markets https://lnkd.in/e2k3NvuJ #TechStocks #Q32024Outlook #JobsReport #WallStreet #MarketTrends #EconomicData #Investing #Channelchek

Get a preview of first quarter earnings season, which kicks off this week. It should be benefiting from an improving economic environment and continued strength in technology. https://hubs.ly/Q02sjXSM0 #MarketUpdate #WealthManager #FinancialAdvisor #ShinerTX

In case you missed it, Nancy Daoud appeared on The Schwab Network watchlist this week to discuss the AI boom, market swings and the impact overall. #opusadvicefirst #ameriprisefinancial The views expressed here reflect the views of Nancy Daoud as of February 26, 2024. These views may change as market or other conditions change. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Ameriprise Financial cannot guarantee future financial results. Client experiences may vary. The Standard & Poor’s 500 Index (S&P 500®️ Index), an unmanaged index of common stocks, is frequently used as a general measure of market performance. The index reflects reinvestment of all distributions and changes in market prices but excludes brokerage commissions or other fees. It is not possible to invest directly in an index. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. 6425172ACMR0224

Over the next four weeks, the vast majority of publicly traded companies will update shareholders on business conditions in Q1. It's called "earnings season," and it happens four times a year. So buckle up because it's relatively likely that you'll read about one company's success, followed by news of another's missteps, more than once in the coming weeks. In the table below, you can see the next month of company reports. On a busy day, more than 400 companies will check in with their numbers. On slow days, typically Mondays and Fridays, you can expect to hear from fewer.1 What's A Popular Topic to Hear About? Updates on inflation and artificial intelligence have been the most popular topics. In Q3 2023, “AI” was said nearly 150 times. In Q4 of that same year, the term “inflation” was mentioned at least once during the quarterly calls of over 250 S&P 500 companies. Either could be popular again this quarter.2,3 So far this earnings season, several large banks in the S&P 500 have posted results and their focus has been on the Fed and interest rates. Of course, you would expect banks to talk about interest rates, whereas it may not be as important to a tech company, for example.4 It’s best to prepare for some market volatility as Wall Street starts to collect info about the 2024 business climate. If you want to know when a particular company is reporting, please contact my office. Most have already set the date they are prepared to check in with results. 1. MarketWatch.com, April 19, 2024. Earnings Calendar 2. ResearchFactSet.com, February 29, 2023. From December 15, 2023, to February 23, 2024. 3. Insight.FactSet.com, December 5, 2023, “Fewer S&P 500 Companies Discussing AI on Earnings Calls for Q3 Compared to Q2.” 4. CNBC.com, APirl 11, 2024. “What to expect from bank earnings as high interest rates pressure smaller players.”

Here's a different view of #PDD's landmark earnings report, via Schwab Network ~