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Insights for clients invested in their financial futures

Features

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A New Era of ETFs

ETFs have evolved to offer access to niche and speculative areas of the market. Read about three recent developments: active ETFs, cryptocurrency ETFs, and thematic ETFs.

August 16, 2024

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Test Your Tax Smarts

How tax-savvy are you? Take our 10-question tax quiz to find out.

August 16, 2024

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Creating a Retirement Paycheck

From understanding your income sources to prioritizing your order of withdrawals, creating a steady income stream in retirement is a complex undertaking. Consider these five rules to help guide you.

August 16, 2024

Explore more topics

Retirement IRA Taxes Investments Financial Planning Estate Planning Portfolio Management

Perspectives

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Learning From Past Rate Cuts

Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.

August 16, 2024

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4 Ways to Trade Currency Pairs

Learn the basics of currency trading and four common strategies that look to take advantage of different market conditions or potential trends.

August 16, 2024

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Ins and Outs of Charitable Trusts

Charitable lead trusts or charitable remainder trusts can help satisfy your philanthropic and financial goals. Here's how to include charitable intentions in your estate plan.

August 16, 2024

Word of mouth

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4 Tips for Aging in Place

Many retirees would like to continue living independently and in their own home as they age. Schwab wealth expert Susan Hirshman offers some considerations to help you prepare.

August 16, 2024

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Public Company Boards

A company's board of directors can be critical to its success or failure. Here's how investors can factor board makeup into their investment decisions.

August 16, 2024

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The Future of Cybercrime

Artificial intelligence is quickly reshaping cybercrime. Here, two cybersecurity experts discuss the future of internet fraud and what individuals can do to keep their data safe.

June 14, 2024

Quick takes

Why Medical Claims Are Denied

Nearly one-fifth of in-network medical claims are denied by insurers. Here are some tips for helping ensure your claim gets approved.

August 16, 2024

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Long- vs. Short-Term Rentals

Deciding whether a long- or a short-term rental property is right for you comes down to time, cost, and the rental market. Here's what to consider.

August 16, 2024

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529s Benefit From FAFSA Update

529 accounts owned by someone other than the beneficiary's parent no longer affect need-based financial aid. Here's what to know before you open an account for your grandchild or other family member.

August 16, 2024

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6 Key Estate-Planning Roles

Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan.

August 16, 2024

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Gifting Appreciated Stock

A look at the potential tax advantages of gifting appreciated stock to new grads.

June 14, 2024

From our leaders

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From the archives

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BDCs: High Yields, Big Risks?

Business development companies are known for attractive yields—but are they worth the risks?

March 04, 2022

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Risk Tolerance vs. Capacity

It's not how much risk you can stomach that counts—it's how much time you have left to save.

November 09, 2022

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Trading Simple Moving Averages

A stock's simple moving average can help traders identify when trends are established or broken. Here's how to employ them in your own trading.

November 11, 2022

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Should You Consider an ARM?

Adjustable-rate mortgages are on the rise—but are they right for you?

November 11, 2022

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Charitable Remainder Trusts

A charitable remainder trust can provide a tax break and income for life.

November 11, 2022

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Protecting Finances as You Age

An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

February 16, 2023

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Borrowing Against Your Assets

Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.

March 10, 2023

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Taxes and Investment Properties

A 1031 exchange can help you defer capital gains taxes on an investment property by investing sale proceeds into another property.

March 10, 2023

Print editions

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0823-321Z

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.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.