David Clemans
@davidclemansCS
Followers
71
Following
17
Media
176
Statuses
469
Senior Relationship Manager, Schwab Advisor Services Helping clients reach their business objectives. See disclosures in website link below.
Plano, TX
Joined June 2018
Your clients’ long-term-held real estate may be their most highly appreciated asset. Donating it to charity could help them achieve their charitable goals—and potentially a sizable tax deduction.
wealthmanagement.com
A tax-smart approach to maximize your philanthropic impact.
0
0
0
2021 remains a favorable environment for tax-smart, high-impact philanthropy for your charitably-inclined clients. Learn why now is a great time to give.
dafgiving360.org
0
0
0
Is #cryptocurrency the next big thing in #charitablegiving? Hear Ryan Raffin and Eric Joranson’s take on crypto for a cause, including recent trends, considerations for crypto donors, and how charities could put these non-cash assets to use.
0
0
0
For Laura and Royce their philanthropic life is making an immediate impact. Learn how they continue to pay it forward to help make the world a better place.
aboutschwab.com
See how one couple made a difference for an at-risk LGBTQ teen foster home.
0
0
0
I always enjoy conversations on family philanthropy. This webcast discusses how charitable planning conversations can help you connect with your clients’ family members in a meaningful way: https://t.co/u0WsHRzYMx
0
0
0
Get ready for a great get-together. IMPACT is live and in person again, and we want you to be part of this can’t-miss event. Registration is now open! Don’t wait—the early-bird rate ends Friday, September 2. https://t.co/Wt6RIJ2T94
0
0
0
Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discuss the nature of recessions, what measures Schwab is watching, and why they matter when assessing where we stand. Learn more:
0
0
0
Check out the 2022 Mid-Year Outlook: Fixed Income with Kathy Jones.
0
0
0
CIO Dennis Howard shares his vision for Austin, and Charles Schwab's plan for continued growth in Texas with Austin Business Journal Managing Editor Will Anderson. https://t.co/gHhT5gZCYe
bizjournals.com
Dennis Howard oversees a multibillion-dollar tech budget for financial services giant Charles Schwab Corp. He's also at the forefront of guiding a major employer through difficult hiring challenges...
0
0
0
Whether you plan to stay close to home or travel far away, a change of scenery is what makes summer special.
0
0
0
Are you retiring and filing for Social Security? Actually, you don't have to do both at the same time. In fact, it will likely be better financially not to. Learn more. #AskCarrie.
0
0
0
Did you know that a large portion of your gifts or estate is excluded from taxation? There are numerous ways to give assets tax free. Learn more here:
0
0
0
For timely market commentary, insight, and discussions straight from our specialists, tune in to #SchwabLive.
0
0
0
Big news for Schwab (and for me). So proud to be a part of a company rated Best Online Broker for all 10 years by Investor’s Business Daily.
investors.com
Start your investing plan for stocks, ETFs, and/or options on the right foot by choosing the best online broker to fit your needs and investing style.
0
0
0
Does your firm have a tech stack that appeals to new advisors? Learn why recruiting efforts can be hindered by a less than appealing offering:
0
0
0
Know a student interested in the financial industry? The application is now open for the 2022 RIA Talent Advantage® Student Scholarship is now open! Apply now:
advisorservices.schwab.com
0
0
0
Do you think happiness gives you a greater chance of success? Learn the answer plus more about optimism here:
0
0
0
#ESGinvesting is driving more attention from investors looking to align their portfolios with their beliefs and values. Learn how you can help your clients make an impact. https://t.co/UQvxyY5Wsp
0
0
0
A big congrats is in order for the team working on thematic stock lists! Itching to learn more about Schwab's thematic stock lists with over 40+ themes to choose from? Take a peek: https://t.co/OPXwUbMHdh
0
0
0
Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, for a discussion about the latest economic data and indicators that could impact the investing landscape. https://t.co/C7J1wm5ado
0
0
0