Perspectives
Expert insight & commentary on retirement, personal finance, investing strategies and more from Charles Schwab & Co., Inc.
Retirement
5 Questions for Gray Marriages
Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.
Sports Betting vs. Investing
While sports betting can feel fun and exciting, investing could be a better bet for your financial future. Here are key differences between the two and why it matters.
Medicare Open Enrollment
Medicare annual open enrollment—which runs from October 15 through December 7 this year—is your chance to check in on your Medicare plan and, if needed, change it.
How to Plan for Life's Goals
Retirement is important. But it's probably not your only goal. Here's how a financial plan can help you balance retirement savings with life's other important milestones.
Inherited IRA & SECURE Act 2.0
It's important to understand the updated inherited IRA distribution rules tied to changes in the SECURE Act, including its latest version, SECURE 2.0.
Investing Strategies
Weekly Trader's Outlook
Stocks are on track for weekly losses, led by profit taking in technology stocks. The S&P 500 is wrestling with technical support at its 50-day SMA today, an indicator which the index hasn't closed below since April.
Where To Hold Your Cash
Consider ease of access, insurance, and yield when deciding where to hold your cash.
Today's Options Market Update
Tech selling hasn't found dip buyers and spilled into Friday, focused on AI valuations amid a thin news flow. Investors await consumer sentiment data and news on the D.C. shutdown.
Tech Selling Continues
Tech selling hasn't found dip buyers and spilled into Friday, focused on AI valuations amid a thin news flow. Investors await consumer sentiment data and news on the D.C. shutdown.
Markets & Economy
Weekly Trader's Outlook
Stocks are on track for weekly losses, led by profit taking in technology stocks. The S&P 500 is wrestling with technical support at its 50-day SMA today, an indicator which the index hasn't closed below since April.
Today's Options Market Update
Tech selling hasn't found dip buyers and spilled into Friday, focused on AI valuations amid a thin news flow. Investors await consumer sentiment data and news on the D.C. shutdown.
Tech Selling Continues
Tech selling hasn't found dip buyers and spilled into Friday, focused on AI valuations amid a thin news flow. Investors await consumer sentiment data and news on the D.C. shutdown.
Personal Finance & Planning
Weekly Trader's Outlook
Stocks are on track for weekly losses, led by profit taking in technology stocks. The S&P 500 is wrestling with technical support at its 50-day SMA today, an indicator which the index hasn't closed below since April.
Today's Options Market Update
Tech selling hasn't found dip buyers and spilled into Friday, focused on AI valuations amid a thin news flow. Investors await consumer sentiment data and news on the D.C. shutdown.
Tech Selling Continues
Tech selling hasn't found dip buyers and spilled into Friday, focused on AI valuations amid a thin news flow. Investors await consumer sentiment data and news on the D.C. shutdown.
Money Talk
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.
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.
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.
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.
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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.