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Perspectives

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

Retirement

Year-End Tax Ideas to Consider

From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.

October 07, 2026 • Hayden Adams

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Paying Off a Mortgage Early

Starting off retirement with a paid-off mortgage is a goal for many retirees. But how much you should prioritize making it happen depends on your individual situation.

September 25, 2026

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Retirement Savings Tips

Wondering if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

September 23, 2026

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Get Retirement on Track

Think retirement is too far off to worry about now? Think again. Here's why you should start today. (Your future self will thank you.)

September 02, 2026

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Timing a Roth IRA Conversion

A Roth IRA conversion is one way high earners can access tax-free growth of their retirement savings. Consider the reasons for making a lump-sum conversion versus spreading it out.

August 14, 2026

Investing Strategies

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Intro to Stablecoins

Stablecoins are a tiny but rapidly growing presence in the world's financial plumbing, with the potential to revolutionize payments and help the U.S. manage its debt.

October 08, 2026 • Henry Hoenig

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Looking to the Futures

Treasury Auction Demand Holds Firm as 10-Year Yields Retreat from 24-Year Highs

October 08, 2026

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Oil, Yields Weigh on Stocks

Stocks were set to open lower after signs of escalation in the Middle East and comments from a top Federal Reserve official sent oil prices and yields higher.

October 08, 2026

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Today's Options Market Update

Stocks are lower across the board, though well-off session lows, as Wall Street continues to be impacted by elevated yields & volatility in the bond market.

October 07, 2026

Markets & Economy

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Looking to the Futures

Treasury Auction Demand Holds Firm as 10-Year Yields Retreat from 24-Year Highs

October 08, 2026

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Oil, Yields Weigh on Stocks

Stocks were set to open lower after signs of escalation in the Middle East and comments from a top Federal Reserve official sent oil prices and yields higher.

October 08, 2026

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Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

October 07, 2026

Personal Finance & Planning

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Looking to the Futures

Treasury Auction Demand Holds Firm as 10-Year Yields Retreat from 24-Year Highs

October 08, 2026

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Oil, Yields Weigh on Stocks

Stocks were set to open lower after signs of escalation in the Middle East and comments from a top Federal Reserve official sent oil prices and yields higher.

October 08, 2026

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Today's Options Market Update

Stocks are lower across the board, though well-off session lows, as Wall Street continues to be impacted by elevated yields & volatility in the bond market.

October 07, 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 12, 2026 • 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.