Paul D Roberts, Schwab Senior Financial Consultant

02/05/2024

Join me on Wednesday, February 21, 2024 for some fun and friendly competition at our Pickleball Lesson & Social Mixer from 4-7 p.m. MT at The Pickleball Space - 5665 W. Bell Road, Glendale, AZ.

Bring your appetite, along with your hunger for winning. And feel free to bring a guest! There’ll be food and drinks to refill your tank when you’re running low. Due to limited spots please message, call, or email me to secure your spot.

11/14/2023

I had an amazing time hosting my clients and friends for another great Pickleball Mixer. This time I had the pleasure of visiting beautiful Palm Springs. Lots of fun play mixed with awesome conversations. Thank you to my partners at Beacon Pointe for helping make the event so successful. Where should we host our next Social Pickleball Mixer? Who wants to be invited?

09/28/2023

Should your mortgage be another expense included in your financial plan after retirement? Let's look at the reasons why you might—or might not—decide to pay off a mortgage before you retire. https://bit.ly/3RBvLkk

Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.

09/20/2023

Charles Schwab (me) and my great partners at Beacon Pointe are looking to host our next fun Pickleball Mixer at Pickled Bar in Palm Desert, California on November 2nd. If you have any friends, family, colleagues, or Pickleball fanatics who live out there that I should invite please let me know! Or maybe it's just an excuse for an early holiday vacation for you?

09/15/2023

We had an amazing time hosting a Pickleball Mixer event for our clients and prospective clients of Charles Schwab and Beacon Pointe. The event was a perfect blend of work and pleasure. It was great to see everyone come together and enjoy the game while networking at the same time. We're thrilled to announce that we're already planning our next event! If you want to join us, please let us know. We'll keep you posted!

09/11/2023

Everyone loves a good bargain, but you don’t want to fall into a low-price trap. Here a few ways to help keep your bargain buy from being a bargain dud. https://bit.ly/45NyA63

A falling stock price doesn't always mean a good deal. Here's how to help assess the potential value of a stock to know whether it may be the right time to consider it.

09/10/2023

Looking for a more customized experience when trading index funds? Personalized indexing may be right for you. Learn more about the pros and cons of adding a degree of customization to investing with index funds.

Personalized indexing can put greater control in the hands of individual investors.

03/21/2023

Join us March 23rd, 2023 at 2 p.m. PST for a conversation with Kathy Jones, Chief Fixed Income Strategist with Schwab Center for Financial Research. Kathy is going to walk us through her thoughts on the current market. https://bit.ly/3ncCrIs

02/08/2023

Two things I hope to teach my kids through my hobbies:
1. If you are going to do something, do it well! I never go half in on something.
2. Continue to have fun and chase your goals regardless of your age.
This last weekend I had some fun entering my first pickleball tournament. Took home 1 Gold and 2 Silvers. Don't hesitate to reach out if you'd like to get a game or some practice in :)

01/30/2023

What’s trending in your future? Take our retirement quiz to find out what kind of life you’ll lead in your golden years and how to plan accordingly. https://bit.ly/3wF7fU0

01/27/2023

With rising interest rates a lot of my clients have been asking me where to stash their cash. Check out this article to learn more. https://www.schwab.com/learn/story/looking-best-place-to-stash-your-cash #:~:text=Money%20market%20deposit%20account%E2%80%94A,longer%20the%20term%20to%20maturity.

There are many places to stash your cash, but the shorter your timeframe the more careful you need to be.

01/20/2023

Amy is joined by Liz Ann Sonders, Chief Investment Strategist here at Schwab, for the latest episode of Equity Unpacked to discuss how the global economy and the blowing economic winds are impacting equity markets. Listen and subscribe wherever you get your podcasts. https://bit.ly/3weyCUw