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Perspectives

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

Retirement

Roth IRA Conversion and Taxes

How to make the most of a Roth IRA conversion.

August 06, 2026 • Hayden Adams

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Saving on an Irregular Income

You can still save even if you don't have the steady income of a 9-to-5 job.

August 05, 2026

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Tapping an IRA to Buy a Home

Can you tap your IRA to help buy a home? The short answer is yes. But the better question is "should you?" Here are some caveats to consider before you touch your retirement money.

August 05, 2026

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What Is a Roth Conversion?

A Roth IRA conversion involves moving assets from other retirement plans into your Roth IRA. Learn how to convert a Roth IRA and whether it's right for you.

August 05, 2026

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Working in Retirement

If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

August 04, 2026

Investing Strategies

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Today's Options Market Update

Stocks are mixed to start the week as a lack of progress on an Iran deal is lifting oil prices and Treasury yields, thereby dampening investor sentiment.

August 10, 2026 • Nathan Peterson

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Looking to the Futures

Crude oil futures (/CL) moved higher Friday as traders continued to monitor escalating tensions in the Middle East and potential risks to regional energy infrastructure.

August 10, 2026

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Stocks Fall Early on Oil

Stocks weakened early as oil rose following lack of weekend Iran progress. Inflation data and several Treasury auctions loom later this week, along with some AI earnings.

August 10, 2026

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Rally Holds Amid Skeptics

As an earnings-driven rally holds, its fate may hinge on data trust, Kashkari's supply-shock case, and where high Treasury yields head next.

August 07, 2026

Markets & Economy

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Today's Options Market Update

Stocks are mixed to start the week as a lack of progress on an Iran deal is lifting oil prices and Treasury yields, thereby dampening investor sentiment.

August 10, 2026

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Monday's Schwab Market Update Podcast

The old week ended with a new record for the S&P 500, helped by falling yields as rate hike odds dropped on a weak jobs report. Yields and oil, along with Iran, remain watchwords.

August 10, 2026

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Looking to the Futures

Crude oil futures (/CL) moved higher Friday as traders continued to monitor escalating tensions in the Middle East and potential risks to regional energy infrastructure.

August 10, 2026

Personal Finance & Planning

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Monday's Schwab Market Update Podcast

The old week ended with a new record for the S&P 500, helped by falling yields as rate hike odds dropped on a weak jobs report. Yields and oil, along with Iran, remain watchwords.

August 10, 2026

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Today's Options Market Update

Stocks are mixed to start the week as a lack of progress on an Iran deal is lifting oil prices and Treasury yields, thereby dampening investor sentiment.

August 10, 2026

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Stocks Fall Early on Oil

Stocks weakened early as oil rose following lack of weekend Iran progress. Inflation data and several Treasury auctions loom later this week, along with some AI earnings.

August 10, 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.

June 12, 2026

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5 Types of Mortgage Loans

Learn about the most common types of mortgages and what to consider when originating a home loan.

July 29, 2026

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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.