Rick Wurster, President and CEO of Charles Schwab, discusses the $660M acquisition of Forge Global, aiming to democratize access to private markets. Lizanne Saunders dives into market breadth, emphasizing AI-related valuation concerns and the uneven participation in gains. Fred Kanor sheds light on donor-advised funds, explaining their structure, investment options, and the flexibility they offer for charitable giving. Together, they offer valuable insights on investing strategies in a changing market landscape.
