Anna Merchen

10/31/2023

The Bozeman Independent Branch was honored to have Charles Schwab CEO, Walt Bettinger, visit with us last week! We loved getting to hear his perspectives as well as getting to share our views of what is important to our local community and our clients. We were energized by the conversation and thrilled to hear that the views and values at the very top of the company align with our team here in Bozeman.

09/21/2023

05/06/2023

Thankful to work with such a generous team!!

Charles Schwab Bozeman GIVES BIG!!!!!

This year our team is a proud sponsor of Give Big Gallatin Valley! Not only are we a sponsor of the event, but we're providing matching dollars at both Suffer Out Loud and Bridgercare. Our team contributions on this day are over $12,500!

Take time to GIVE BIG today and support the organizations in our community that make it a better place to live, work and play in our valley!!!! GiveBigGV.org

03/09/2023

After a volatile 2022, investors may be wary about 2023. Kevin Gordon, Schwab's senior investment strategist, joins host Mike Townsend to discuss how the markets have been reacting to the Feds messages about inflation, interest rates, and the economy. https://bit.ly/3J8PfHc

Last year's big concerns, inflation and rising rates, have carried over to 2023 and are joining declining earnings to challenge the markets. When will investors catch a break?

02/21/2023

We are growing our team! Check out the job posting and share with someone you think would be a great fit for our branch in Bozeman.

12/23/2022

The Bozeman Charles Schwab branch wishes you and your loved ones a Happy Holiday week! We will be enjoying things that bring us joy, peace and warmth including baking, playing board games, cooking for family and friends, skiing, watching holiday movies, snowshoeing and hopefully soaking in the hot tub (if it didn't freeze!). Warm wishes from Erin, Sarah, Anna, Morgan and Shelby

09/23/2022

Retirement doesn’t mean an end to financial responsibilities. Learn how to keep your goals on track.

The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.

09/21/2022

Just because you can use IRA funds to buy a first home doesn't mean it's the best financial move. Carrie Schwab-Pomerantz explains why. https://hearsay.social/3Ur1nZ5

Just because you can use IRA funds to buy a first home doesn't mean it's the best move for your financial future.

09/19/2022

Liz Ann Sonders was honored for the third year in a row by Barron's 100 Most Influential Women in U.S. Finance. Learn about her journey and some advice she has in store for others.

Liz Ann Sonders shares her insights and advice for women pursuing careers in the financial services industry.

09/13/2022

Leaving your day job to go all in on a goal, such as writing a book, can feel empowering, but it may be smarter to slow down. Learn why:

When it comes to a career change, or accomplishing any big, risky goal, it can be tempting to just go for it. Here’s why you might want to reevaluate.

09/08/2022

Working after retirement can raise financial questions. It’s important that you understand how the rules could affect you if decide to get back on the job.

Retired but thinking of going back to work? Be sure you understand how it could affect your savings plans and RMDs.

09/06/2022

In this episode, Mark is joined by Susan Hirshman— Director of Wealth Management for Schwab Wealth Advisory. Susan shares her perspective on risk and how to understand your risk tolerance.

Every investor wants to maximize return—but you must first consider how much risk you can stomach.