Brad Sorensen

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  Tony Davidow, ‘Equal Weight Evangelist,’ Brings His Message to Schwab

  By Joyce Hanson, AdvisorOne  |  May 23, 2013

  Shortly after hiring Tony Davidow as its alternative beta and asset allocation strategist, Schwab filed regulatory papers for a lineup of ETFs that will use fundamental indexes.

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  Schwab’s Top Picks and Tips for Sector ETFs

  By Joyce Hanson, AdvisorOne  |  June 15, 2012

  Schwab is overweight in the information technology sector but moved this week into a more defensive position on several others.

• Upgrades

  By Staff Writer  |  April 1, 2010

  In a economic commentary published March 12, Liz Ann Sonders, senior VP and chief investment strategist at Charles Schwab Corp., and Brad Sorensen, director of...

• Investors Jump Back Into Market but Are Uncertain of Steps Ahead

  By Ron Pechtimaldjian, AdvisorOne  |  March 15, 2010

  Schwab sees areas of improvement and concern in economy