Perspectives

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

Retirement

Tax Strategies

2021 Taxes: 8 Things to Know Now

With Tax Day right around the corner, here are eight things to keep in mind as you prepare to file your 2021 taxes.
Ask Carrie

Are You Falling for These Financial Tricks?

Here are 10 tricks we sometimes play on ourselves when it comes to money—and how to treat yourself better.
Retirement Income

3 Retirement Income Mistakes to Avoid

Avoiding simple mistakes can extend the life of your portfolio.

Investing Strategies

Trading

Today's Options Market Update

Stocks push higher towards record high territory.
Trading

Looking to the Futures

As world economies emerge from the pandemic, consumers naturally want to get back to life as normal and engage the economy like they did before.
Trading

5 Elements of a Smart Trade Plan

Find out why you should have a trade plan—and the five elements that may help you put it to work successfully.

Markets & Economy

Market Commentary

The Beast of Burden of Inflation

The age of abundance has given way to an age of scarcity, while the pro-cyclical version of inflation may have given way to the counter-cyclical version.
Trading

Weekly Trader’s Outlook

With the debt ceiling issue out of the way for now, earnings which have been pretty good so far, are likely to drive the equity markets in the near-term. The indicators point to continued positive momentum for next week.
Market Commentary

Supply Chain Breakdown: Its Causes and Effects

The pandemic has wrought havoc on the global system of trade. What does that mean for the markets and the holiday shopping season?

Personal Finance & Planning

Tax Strategies

Personal Finance & Planning

Save on Taxes: Know Your Cost Basis

What is your cost basis? Whether you’re a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here’s how.
Personal Finance & Planning

Behavioral finance

Don’t Look Back: How to Avoid the Sunk Cost Fallacy

The desire to get your money’s worth can lead you in some potentially harmful directions.
Personal Finance & Planning

Onward

10 Tips for Keeping Your Accounts Secure

How to stay ahead of the cybersecurity curve and combat increasingly sophisticated scams.

Ask Carrie

Ask Carrie

Are You Falling for These Financial Tricks?

Here are 10 tricks we sometimes play on ourselves when it comes to money—and how to treat yourself better.
Ask Carrie

What Should I Look for in a New Financial Advisor?

Before you hire a financial advisor, it's important to do your homework. Here's where to start.
Ask Carrie

You Don't Have a Financial Plan? Why Not?

Here are the top five reasons people give for not having a financial plan—and why everyone needs one.

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Insights & Ideas 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.