Schwab Plans to Ramp Up, Expand RIA Lending Capabilities

Published on January 21, 2026

During its fourth quarter earnings call, CEO Rick Wurster said Schwab sees potential in more bank lending through RIAs as the custodian aims to keep finding new growth channels.

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Preventing Double Grief: A Relocation Guardrail for Widowed Clients

January 21, 2026
For newly widowed clients, the question of whether to move or not is rarely just about real estate and finances. It’s about finding a sense of belonging, safety, and identity, and understanding how much emotional change one person can handle at a time.

Gas Prices Rise for First Time in Nine Weeks

January 21, 2026
Gas prices rose for the first time in nine weeks, but remain close to their lowest level in nearly five years. As of January 19th, the price of regular gas was up 3 cents while the price of premium gas was up 2 cents from the previous week.