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Perspectives

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

Retirement

2023 Taxes: 8 Things to Know

With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2023 taxes.

December 05, 2023

Traditional IRA Withdrawals

Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.

November 29, 2023

Annuities in Your Estate Plan

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 17, 2023

The Future of Social Security and Medicare?

Medicare and Social Security are projected to run out of money in less than a decade. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.

November 17, 2023

Saving and Investment Gifts

Looking for a gift with the potential to keep on giving? Learn more about saving and investment gifts like stock shares and tuition contributions.

November 17, 2023


Investing Strategies

How to Plan a Smart Trade

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

December 08, 2023 Lee Bohl

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

December 07, 2023

2024 Muni Bond Outlook

We see potential opportunity in municipal bonds in 2024, although there may be more volatility.

December 07, 2023

Today's Options Market Update

Stocks are higher which is being led by the technology sector as investors await tomorrow's Nonfarm Payrolls report.

December 07, 2023


Markets & Economy

Schwab Market Update: Opening

As jobless claims came in roughly in line with expectations, investors may be limiting risk while waiting for data on jobs and inflation, and for the Fed's next meeting.

December 07, 2023

2024 Corporate Bond Outlook

Overall, we expect corporate bonds to deliver positive returns in 2024, but we remain cautious about the potential for a downturn in the economy to have a negative impact on lower-rated bonds.

December 07, 2023

Schwab Market Update: Closing

The major indexes rose for the first time in four days, boosted by strength in technology shares, ahead of the key November jobs report.

December 07, 2023


Personal Finance & Planning

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

December 07, 2023

2024 Muni Bond Outlook

We see potential opportunity in municipal bonds in 2024, although there may be more volatility.

December 07, 2023

Schwab Market Update: Opening

As jobless claims came in roughly in line with expectations, investors may be limiting risk while waiting for data on jobs and inflation, and for the Fed's next meeting.

December 07, 2023


Ask Carrie

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 Susan Hirshman

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.

November 16, 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.