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Perspectives

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

Retirement

The Case for Income Annuities

Payments from income annuities are at their highest levels in a decade. Here's what that means.

February 15, 2024 Rob Williams

Working in Retirement

If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

February 14, 2024

Smart Tax Moves for 2023

Tax Day is coming soon. But it's not too late to manage your tax liability.

February 13, 2024

Tips for Saving Near Retirement

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

February 06, 2024

Older Workers and IRAs

There are no age restrictions on IRA contributions. But does it make sense for older workers to make contributions as they near retirement? Here are three points to consider.

February 01, 2024


Investing Strategies

Schwab Market Update: Opening

Investors returned from the long weekend to dual M&A announcements. Capital One (COF) plans to acquire Discover Financial Services (DFS) for $35.3 billion, and Walmart plans to buy Vizio. Meanwhile, investors turn an eye to the Fed minutes tomorrow and earnings from Walmart and Home Depot.

February 20, 2024 Schwab Center for Financial Research

Today's Options Market Update

Stocks start the holiday-shortened week in the red as investors take profit in the technology sector ahead of tomorrow's earnings release from Nvidia.

February 20, 2024

Looking to the Futures

Natural gas prices are trying to find traction from the significant selloff we have seen through 2024.

February 20, 2024

Weekly Trader's Outlook

Stocks have remained buoyant this week, despite higher yields and hotter inflation data. Will Nvidia's earnings alter recent bullish sentiment?

February 16, 2024


Markets & Economy

Today's Options Market Update

Stocks start the holiday-shortened week in the red as investors take profit in the technology sector ahead of tomorrow's earnings release from Nvidia.

February 20, 2024

Schwab Market Update: Opening

Investors returned from the long weekend to dual M&A announcements. Capital One (COF) plans to acquire Discover Financial Services (DFS) for $35.3 billion, and Walmart plans to buy Vizio. Meanwhile, investors turn an eye to the Fed minutes tomorrow and earnings from Walmart and Home Depot.

February 20, 2024

Looking to the Futures

Natural gas prices are trying to find traction from the significant selloff we have seen through 2024.

February 20, 2024


Personal Finance & Planning

Today's Options Market Update

Stocks start the holiday-shortened week in the red as investors take profit in the technology sector ahead of tomorrow's earnings release from Nvidia.

February 20, 2024

Schwab Market Update: Opening

Investors returned from the long weekend to dual M&A announcements. Capital One (COF) plans to acquire Discover Financial Services (DFS) for $35.3 billion, and Walmart plans to buy Vizio. Meanwhile, investors turn an eye to the Fed minutes tomorrow and earnings from Walmart and Home Depot.

February 20, 2024

Looking to the Futures

Natural gas prices are trying to find traction from the significant selloff we have seen through 2024.

February 20, 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.