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Perspectives

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

Retirement

6 Steps to Prep for Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

March 22, 2023

Is Crypto Good for Retirement?

Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?

March 17, 2023

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

The Future of Social Security

Current forecasts project a Social Security shortfall in about a decade. Knowing when to collect can help you maximize your benefits. Find out when could be the right time for you to start collecting Social Security payments.

March 10, 2023

4 Retirement Risks to Avoid

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.

March 10, 2023


Investing Strategies

Looking to the Futures

Crude oil futures finished a volatile trading week lower as inventories grew last week.

March 27, 2023 Michael Zarembski

Today's Options Market Update

Regional bank stocks are trending higher this morning, which is also lifting the broader market as banking sector anxieties subside.

March 27, 2023

Schwab Market Update: Opening

Regional bank stocks are up this morning, lending support to the broader market amid hopes that the recent sector turmoil may be fading.

March 27, 2023

Taxes on Wash Sales and More

For end-of-year tax planning, traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.

March 27, 2023


Markets & Economy

Schwab Market Update: Closing

U.S. stocks rise as the banking industry and regulators extend helping hands to banks struggling with tight money conditions.

March 27, 2023

Today's Options Market Update

Regional bank stocks are trending higher this morning, which is also lifting the broader market as banking sector anxieties subside.

March 27, 2023

Schwab Market Update: Opening

Regional bank stocks are up this morning, lending support to the broader market amid hopes that the recent sector turmoil may be fading.

March 27, 2023


Personal Finance & Planning

Schwab Market Update: Opening

Regional bank stocks are up this morning, lending support to the broader market amid hopes that the recent sector turmoil may be fading.

March 27, 2023

European Bank Stress Fallout

So far the fallout from the bank turmoil has been modest, but with credit conditions likely to tighten, signs of recovery in the global economy could be impacted.

March 27, 2023

Schwab Market Update: Closing

U.S. stocks rise as the banking industry and regulators extend helping hands to banks struggling with tight money conditions.

March 27, 2023


Ask Carrie

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023 Carrie Schwab-Pomerantz

Focusing on a Tax Refund?

Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.

March 01, 2023

Love and Money

Love and money go hand-in-hand. Get tips on handling finances at three crucial points in your love life.

February 15, 2023

Where to Stash Your Cash

There are many places to stash your cash, but it pays to choose carefully.

February 01, 2023

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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.