To commemorate its 50th anniversary, Westlake-based Charles Schwab has released results of a comprehensive survey of investors that the company said provides insights into the habits and experiences of its clients as well as what the clients see as critical to their satisfaction and successful outcomes.
“I hear regularly from clients, many who started with us at the beginning — 40, even 50 years ago — and they tell me that, more than anything, discipline, patience and learning from the occasional mistake pay off and have brought them a financial freedom they could only have dreamed of,” Schwab founder and co-Chairman Charles Schwab, said in a statement....
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