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Perspectives

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

Retirement

Choices for Inheriting an IRA

Understand how to manage inheriting an IRA, as well as the rules and choices to make the most of your inheritance.

July 30, 2026 • Hayden Adams

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What Is an Annuity?

Annuities can help turn retirement savings into predictable income, but they can be complex. Here's what to know before buying one.

July 29, 2026

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What Is a Roth IRA?

A Roth IRA is a retirement account that may offer tax-free growth and tax-free qualified withdrawals. Learn about eligibility, contributions, and withdrawals.

July 24, 2026

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What Is a Mega Backdoor Roth?

A mega backdoor Roth may help you save beyond standard contribution limits. Learn how it works, how it compares to a regular backdoor Roth, and more.

July 23, 2026

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Your Retirement Lifestyle

When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.

July 17, 2026

Investing Strategies

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Q2 Tech Earnings Preview Part 2

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

August 03, 2026 • Will Daniel

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Today's Options Market Update

Stocks are higher to start August as potential negotiations between the U.S. and Iran translate into lower oil prices and bond yields.

August 03, 2026

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Stocks Up as Oil Retreats

Major indexes rose early as oil and yields fell. Trump postponed an attack on Iran, and Japan and the U.S. jointly supported the yen. Palantir reports earnings later.

August 03, 2026

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Looking to the Futures

Crude oil futures (/CL) moved higher Friday as traders continued to weigh supply risks.

August 03, 2026

Markets & Economy

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Q2 Tech Earnings Preview Part 2

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

August 03, 2026

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Monday's Schwab Market Update Podcast

Palantir kicks off another packed earnings slate after the bell, while manufacturing data is in focus this morning. Attention will then shift to jobs data later in the week.

August 03, 2026

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Today's Options Market Update

Stocks are higher to start August as potential negotiations between the U.S. and Iran translate into lower oil prices and bond yields.

August 03, 2026

Personal Finance & Planning

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Q2 Tech Earnings Preview Part 2

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

August 03, 2026

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Monday's Schwab Market Update Podcast

Palantir kicks off another packed earnings slate after the bell, while manufacturing data is in focus this morning. Attention will then shift to jobs data later in the week.

August 03, 2026

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Today's Options Market Update

Stocks are higher to start August as potential negotiations between the U.S. and Iran translate into lower oil prices and bond yields.

August 03, 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.