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Perspectives

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

Retirement

Money & Marriage Later in Life

Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.

May 27, 2026 • Jeannie Bidner

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Allocating Portfolio Assets

As you progress through your retirement investing journey, consider modifying your asset allocation by age as your time horizon, investment goals, and risk tolerance change.

May 26, 2026

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Move a 401(k) to a Rollover IRA

To move a 401(k) to a rollover IRA, doing a little bit of prep work can make the process easier. Follow these three easy steps to get started.

May 18, 2026

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Is a Rollover IRA for You?

A rollover IRA can help you consolidate 401(k) savings accumulated over the course of a career. Consider all options—and their pros and cons—before streamlining accounts.

May 18, 2026

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401(k) Checkup: Are You on Track?

Your 401(k) helps shape your future—consider if you’re saving enough, your investments match your goals, and that you haven’t forgotten about any accounts with prior employers.

May 18, 2026

Investing Strategies

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Confidence Sags, ERP Gives Pause

Stocks continue to forge new highs but face potential headwinds amid seasonal challenges, a narrow equity risk premium, and falling consumer confidence.

May 29, 2026

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Today's Options Market Update

Stocks started mildly up, propelled by falling crude and enthusiasm over earnings from Dell that sent shares up 30%. Major indexes are on track for weekly gains amid peace hopes.

May 29, 2026

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All the majors hit fresh all-time highs this week as Iran peace hope, a 10% drop in oil prices and falling Treasury yields provided a bullish backdrop. Strong earnings reports from Dell, Marvell, and Snowflake also provided a sentiment boost.

May 29, 2026

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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.

May 29, 2026

Markets & Economy

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Confidence Sags, ERP Gives Pause

Stocks continue to forge new highs but face potential headwinds amid seasonal challenges, a narrow equity risk premium, and falling consumer confidence.

May 29, 2026

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Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

May 29, 2026

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Today's Options Market Update

Stocks started mildly up, propelled by falling crude and enthusiasm over earnings from Dell that sent shares up 30%. Major indexes are on track for weekly gains amid peace hopes.

May 29, 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.

May 29, 2026

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Today's Options Market Update

Stocks started mildly up, propelled by falling crude and enthusiasm over earnings from Dell that sent shares up 30%. Major indexes are on track for weekly gains amid peace hopes.

May 29, 2026

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Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

May 29, 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.