National Investing Day 2026

Hosts:  Kevin Horner & James Boyd

Objective: Encouraging investors of all ages to learn the advantages of getting started early, building a foundation, and staying the course.

• Growth, income, and stability—what each role plays
• How diversification works (and when it fails)
• Sample beginner portfolio structures
• Mistakes new investors commonly make when allocating capital

Hosts:  Joe Mazzola & Bryan Olson

Objective: Helping investors identify the core building blocks of a strong financial foundation.

• What wealth management includes: goals, cash flow, investing, taxes, and risk management
• Why a plan matters more than any single stock or strategy
• How managed portfolios can assist with investing and life goals
• What solutions Schwab offers for both self-directed and advisor led clients

Hosts:  Rachel Dashiell & Kasey McCurdy

Objective: Review the basics of diversification, allocation models, and building and managing a Stock Portfolio.

• Why “cheap” doesn’t always mean “good”
• Strength vs weakness: identifying relative strength
• Sector trends explained simply
• A beginner-friendly framework for narrowing investment choices
   

Hosts:  Ben Watson & Adam Lynch

Objective: Discuss and review the benefits of owning dividend stocks, creating a dividend ladder to generate income every month, and review the risks of investing in dividend stocks.

• Role of Dividends in a long-term investment plan
• Structuring Income across multiple market cycles
• Finding quality stocks with dividend growth and sustainability
• Risks and trade-offs of the dividend king investing strategy
   

Hosts:  Brent Moors & Nathan Peterson

Objective: Teach viewers a few ways to hedge and protect their stock portfolios

• What an average drawdown looks like and why panic selling is so damaging
• Portfolio protection tools (diversification, rebalancing, options)
• Setting expectations before volatility hits
• Creating a personal “rules-based” investing plan
   

Hosts:  Michael Fairbourn & Cooper Howard

Objective: Discuss preparing for retirement thru different stages of life: early years, key-earning years, close to retirement, and in retirement:

• Why retirement planning starts with goals, not age
• How to balance growth, income, and risk over time
• Managing risk/reward through different market environments
• Transitioning from accumulation to income