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Perspectives

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

Retirement

Investing Before Rates Fall

With the Fed projecting rate cuts later this year, you may be wondering what moves to consider today.

April 12, 2024

Tips for Early Retirement

Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

April 09, 2024

The Rule of 55

Hoping to access your 401(k) early? With the rule of 55, you may be able to access and take early withdrawals from your 401(k). Here's what you need to know.

March 12, 2024

Benefits of Investing Your HSA

Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

February 28, 2024

Retirement Savings Tips

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

February 23, 2024


Investing Strategies

Schwab Market Update: Opening

Stronger semiconductor earnings helped lift Wall Street, with results from Netflix, leading economic indicators, and several Fed speakers also on deck.

April 18, 2024 Joe Mazzola

Schwab Market Update: Closing

The S&P 500 index and Nasdaq Composite fell near two-month lows after key chip industry company reported disappointing quarterly results.

April 17, 2024

Today's Options Market Update

Strength in mega-cap tech and results from United Airlines may be providing a foundation of strength after the market saw three straight days of losses.

April 17, 2024

Looking to the Futures

The strongest performing currency against the greenback just lost ground.

April 17, 2024


Markets & Economy

Schwab Market Update: Opening

Stronger semiconductor earnings helped lift Wall Street, with results from Netflix, leading economic indicators, and several Fed speakers also on deck.

April 18, 2024

Schwab Market Update: Closing

The S&P 500 index and Nasdaq Composite fell near two-month lows after key chip industry company reported disappointing quarterly results.

April 17, 2024

Today's Options Market Update

Strength in mega-cap tech and results from United Airlines may be providing a foundation of strength after the market saw three straight days of losses.

April 17, 2024


Personal Finance & Planning

Schwab Market Update: Opening

Stronger semiconductor earnings helped lift Wall Street, with results from Netflix, leading economic indicators, and several Fed speakers also on deck.

April 18, 2024

Schwab Market Update: Closing

The S&P 500 index and Nasdaq Composite fell near two-month lows after key chip industry company reported disappointing quarterly results.

April 17, 2024

Today's Options Market Update

Strength in mega-cap tech and results from United Airlines may be providing a foundation of strength after the market saw three straight days of losses.

April 17, 2024


Ask Carrie

Holiday Spending Game Plan

Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

December 15, 2023 Patrick Means

Ace Your Year-End Tax Game

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.

December 05, 2023

Talking Money with Mom and Dad

Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

November 08, 2023

9 Scary Money Mistakes

What can Halloween teach you about money? Personal finance and investing don't have to be scary when you avoid these common mistakes.

October 25, 2023

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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 type of securities and investment strategies mentioned 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 or economic conditions.