We received an email from Schwab this morning saying that it sent out a letter to some of our clients in error. It didn’t say what it sent or who it sent it to, so if you’ve received something unusual from Schwab, don’t panic. We will call them once they open and reach out to the affected parties.
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Author Michael Garry Yardley Wealth Management
Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).