Research and Thought Leadership
Equity Compensation Plan Participant Survey
"In a recent survey by Schwab Stock Plan Services (SPS), “three-quarters of respondents believe that equity compensation is a very important or even essential benefit.” But are employees depending on this benefit a little too much? Click here for the survey findings.
What's your decision-making bias?
Each day we’re faced with seemingly humdrum decisions that reflect subconscious biases — and shape our personal, professional, and financial futures. Take this short test to learn about your biases and start translating your habits into sounder financial choices.
Learn more about Financial Wellness
Get new insights in our latest articles on Financial Wellness featuring comments from Catherine Golladay and Nathan Voris. Click here to find these and other articles, white papers and infographics all in one place to help expand your information resources.
Regulatory and Legislative
Read the spring update from Washington from Mike Townsend.
Financial Decoder, an original podcast from Charles Schwab
Host Mark Riepe, head of the Schwab Center for Financial Research, looks at how cognitive and emotional biases can have a big impact on investors’ lives. Each episode of Financial Decoder looks closely at one financial decision—and the biases that might cloud judgment and cost money and shares strategies designed to improve the way investors approach financial crossroads.
Events and Education
NAPA 401(k) Summit1
April 7-9, 2019
Las Vegas, NV
April 28-May 1, 2019
Loews Coronado Bay Resort
San Diego, CA
May 1-3, 2019
The W Hotel, Buckhead
May 22-24, 2019
The San Luis Resort