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Charles Schwab

We partnered with Charles Schwab to provide custodial services and back office support for Evans May Wealth. In addition to the company’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure.

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Exclusive Webinar with Michael Townsend

In this exclusive Evans May Wealth webinar, Charles Schwab’s Washington-based political analyst, Michael Townsend, shares his insights into how policy, politics, markets and the economy interact.  Michael serves as the Managing Director of Legislative and Regulatory Affairs at Charles Schwab.  He also serves as the host of Schwab’s podcast WashingtonWise.

You can expect to hear insights on:

  • The anticipated impact of new laws passed by Congress
  • Future and pending policy proposals in Washington
  • The role of the Fed and interest rate hikes
  • Midterm elections and their impact on the markets

Looking for ideas?

Find out what we’re seeing as today’s best-in-class investments and most effective tax minimization strategies.