scroll50-dblclk
reii-genst
reii
genlp

Perspectives

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

Retirement

Total-Return Retirement Income

Dividends and interest aren't likely to be enough to cover most investors' income needs. Planning for some asset sales may be more realistic.

September 10, 2025 Rob Williams

Can You Live on a Cruise?

Making a home aboard an ocean liner may sound like a dream for some retirees, but what are the pros and cons of living a life on the seas?

September 04, 2025

Estate Planning: Unwed Couples

How unmarried couples can achieve the same legal protections as those who've tied the knot.

September 02, 2025

Five Options for Your 401(k)

Consider these five options for handling an old 401(k).

August 29, 2025

Locating a Lost 401(k)

How to locate missing retirement funds.

August 28, 2025

Investing Strategies

Perspective: Inflation Problem

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

September 12, 2025 Liz Ann Sonders • Kevin Gordon • Kathy Jones • Michelle Gibley

Today's Options Market Update

The rally paused in what may be profit taking, but indexes remain on pace for weekly gains and posted new record highs yesterday in a broad move ahead of next week's Fed meeting.

September 12, 2025

Weekly Trader's Outlook

Stocks looked past softening labor market data and took a "don't fight the Fed" stance this week as stocks climbed higher into record territory.

September 12, 2025

Rally Slows Before Weekend

The rally paused in what may be profit taking, but indexes remain on pace for weekly gains and posted new record highs yesterday in a broad move ahead of next week's Fed meeting.

September 12, 2025

Markets & Economy

Perspective: Inflation Problem

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

September 12, 2025

Today's Options Market Update

The rally paused in what may be profit taking, but indexes remain on pace for weekly gains and posted new record highs yesterday in a broad move ahead of next week's Fed meeting.

September 12, 2025

Weekly Trader's Outlook

Stocks looked past softening labor market data and took a "don't fight the Fed" stance this week as stocks climbed higher into record territory.

September 12, 2025

Personal Finance & Planning

Today's Options Market Update

The rally paused in what may be profit taking, but indexes remain on pace for weekly gains and posted new record highs yesterday in a broad move ahead of next week's Fed meeting.

September 12, 2025

Perspective: Inflation Problem

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

September 12, 2025

Weekly Trader's Outlook

Stocks looked past softening labor market data and took a "don't fight the Fed" stance this week as stocks climbed higher into record territory.

September 12, 2025

Money Talk

7 Common Car Buying Mistakes

Buying on emotion is just one potential car-buying pitfall. Here are seven other common mistakes and what you can do to avoid them.

August 14, 2024 Patrick Means

Family Loan Do's and Don'ts

While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.

August 07, 2024

5 Types of Mortgage Loans

If you're looking for a mortgage loan, here are five types to consider. Check out the pros and cons to help you choose the right one for you.

July 31, 2024

Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

June 10, 2025

(1022-2YKE)

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.