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Perspectives

Expert insight & commentary on retirement, personal finance, investing strategies and more from Charles Schwab & Co., Inc.

Retirement

What Is the FIRE Movement?

Even if early retirement isn't your goal, FIRE principles may help savers build more financial independence over time.

June 10, 2026 • Edwin Espinal

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 05, 2026

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Late-in-Life Career Change

Leaving an employer later in life presents unique challenges and considerations.

June 05, 2026

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Spending Anxiety in Retirement

Why retirees often spend less than they can afford—and how to combat this tendency.

June 05, 2026

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Using an IRA to Fund an ILIT

Large IRAs can trigger high tax bills during and after the owner's lifetime. Here's how an irrevocable life insurance trust can help manage the tax hit for owners and their heirs.

June 05, 2026

Investing Strategies

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Today's Options Market Update

Stocks are higher across the board in the face of a hotter-than-expected producer price index report. Iran headlines and oil prices remain on the radar.

June 11, 2026 • Nathan Peterson

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The Short Interest Monitor

The Short Interest Monitor tracks stocks with elevated and rising short interest. Explore the latest edition to gauge investor sentiment and positioning in key areas of the market.

June 11, 2026

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What Is Private Credit?

Private credit investments provided by nonbank lenders to companies can offer potentially higher returns than publicly traded debt. Here's what to know before investing.

June 11, 2026

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Looking to the Futures

Live Cattle Futures Hold Strong as NWS Enters the United States.

June 11, 2026

Markets & Economy

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The Short Interest Monitor

The Short Interest Monitor tracks stocks with elevated and rising short interest. Explore the latest edition to gauge investor sentiment and positioning in key areas of the market.

June 11, 2026

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Today's Options Market Update

Stocks are higher across the board in the face of a hotter-than-expected producer price index report. Iran headlines and oil prices remain on the radar.

June 11, 2026

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Looking to the Futures

Live Cattle Futures Hold Strong as NWS Enters the United States.

June 11, 2026

Personal Finance & Planning

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The Short Interest Monitor

The Short Interest Monitor tracks stocks with elevated and rising short interest. Explore the latest edition to gauge investor sentiment and positioning in key areas of the market.

June 11, 2026

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Today's Options Market Update

Stocks are higher across the board in the face of a hotter-than-expected producer price index report. Iran headlines and oil prices remain on the radar.

June 11, 2026

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Looking to the Futures

Live Cattle Futures Hold Strong as NWS Enters the United States.

June 11, 2026

Money Talk

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7 Common Car Buying Mistakes

Buying on emotion is just one potential car-buying pitfall. Here are seven other common mistakes and what you can do to avoid them.

August 14, 2024 • Patrick Means

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Family Loan Do's and Don'ts

While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.

August 07, 2024

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5 Types of Mortgage Loans

If you're looking for a mortgage loan, here are five types to consider. Check out the pros and cons to help you choose the right one for you.

July 31, 2024

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Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

December 03, 2025

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Insights & Education are provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.