So Money - Episode Bonus

Liz Ann Sonders

Chief Investment Strategist, Charles Schwab

This is a special bonus episode kicking off our series of topical episodes in partnership with Charles Schwab.

Every other Thursday, over the next two months, So Money and Schwab are teaming up to bring you rich conversations and advice around key topics from investing wisely to retirement planning and teaching our kids about money.

Today we invite Liz Ann Sonders, Chief Investment Strategist with Charles Schwab. She has been named one of SmartMoney’s “Power 30,” their list of the most influential people on Wall Street; the best strategist of the year by Kiplinger’s and most recently, she was named to the “IA 25” by Investment Advisor, their list of the 25 most important people in and around the financial advisory profession.

In our conversation we discuss:

  • Where are markets headed in the next year?
  • How can newbie investors get started?
  • Liz Ann’s rise in the world of finance and the benefits of being a woman on Wall Street.

Farnoosh has been compensated by Charles Schwab. Farnoosh is not affiliated with Schwab and the views she expresses may not necessarily reflect those of The Charles Schwab Corporation or its affiliates. Farnoosh is a client of Schwab.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market or other conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. The above mentioned companies should not be construed as a recommendation or endorsement.

Investing involves risk, including loss of principal. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. Diversification, Periodic investment plans (dollar‐cost‐averaging), and asset allocation strategies do not ensure a profit and cannot protect against losses in declining markets. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. Rebalancing may cause investors to incur transaction costs and, when rebalancing a non‐retirement account, taxable events may be created that may affect your tax liability. Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. The S&P 500 Index is a market-capitalization-weighted index comprising 500 widely traded stocks chosen for market size, liquidity and industry group representation.

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