This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Rodney Prezeau, Senior Vice President Of Client Experience At Charles Schwab. (Photo: Business Wire)

Stocks in this article: SCHW

With stocks continuing to hover around record territory, a significant number of investors remain bullish on the second half of 2014, according to the latest client sentiment findings from Charles Schwab, one of the largest full-service investment services firms with more than $2.4 trillion in client assets.

Rodney Prezeau, senior vice president of client experience at Charles Schwab. (Photo: Business Wire)

Rodney Prezeau, senior vice president of client experience at Charles Schwab. (Photo: Business Wire)

Nearly half (46 percent) of Schwab clients surveyed say they’re “bullish” as they look ahead to the second half of 2014, up two percentage points from the fourth quarter of 2013. Thirty-two percent feel their portfolio is well-positioned to grow with the market and 14 percent say they plan to increase their allocation to equities. Less than a third (28 percent) believe the market is due for a significant correction, while about a quarter (26 percent) say they aren’t clear about what’s next for the market.

Despite some mixed views about the market’s direction in the immediate future, 80 percent of Schwab clients surveyed say they are optimistic about reaching their long-term financial and investment goals.

“While our clients understand that there might be fluctuations in the market in the near-term, they’re comfortable with their long-term investment plans and don’t allow short-term events to steer them off course. In fact, a majority (64 percent) of those surveyed say they have mostly stuck to their asset allocation plan since the 2008 financial crisis,” said Rodney Prezeau, senior vice president of client experience at Charles Schwab. “And not only are they staying on track, but they’re feeling more positive as well. Forty-three percent of clients surveyed are confident making investment decisions and 58 percent feel better off financially compared to a year ago. Both of these measures are at five-year highs for our survey.”

1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

Jim Cramer's protégé, David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,387.21 -291.49 -1.65%
S&P 500 2,029.55 -27.54 -1.34%
NASDAQ 4,681.4970 -90.2660 -1.89%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs