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Branch Network Leader,
As Branch Network Leader at Charles Schwab, Joe Vietri has leadership responsibility for over 330 retail and independent branches and is personally committed to helping ensure his clients' satisfaction. Vietri is committed to providing advice unique to each client's situation that is clear, relevant and actionable, working to find solutions and strategies that are right for each one. He assists clients with wealth management, investing, portfolio analysis, college planning and more.
With continued market volatility, it's a good time to assess your investments, but it's important not to let emotions drive your decision-making.
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What does retirement look like for you?
To help answer that all-important question, check out a game that Charles Schwab has cooked up. Here’s how it works, according to the game’s designers: “The ...
See More From: Saving for Retirement
Instead of focusing on your retirement "number," focus on what you want your retirement to look like. Once you figure that out, you'll be in a much better position to know what it'll take to make that goal a reality.
When your Facebook friend posts dozens of idyllic photos from his trip to Thailand, do you feel a pang of envy? Don't let it derail your financial life.
You're not doing your kids any favors if you keep them in the dark about your finances or your retirement goals.
Obviously, you can't control the stock market. But you can control how you react to the inevitable bumps in the road. Here are three ways to keep your cool and avoid worsening any damages during tough times.
Get your financial year off on the right foot by getting the answers to these key questions.