Perspectives

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

Retirement

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Investing Strategies

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Markets & Economy

  • Market Commentary

    What Do Rising Rates Mean for Stock Investors?

    January 18, 2022
    Global benchmark yields are moving higher along with economic sentiment. We expect yields to remain positively correlated to market returns, favoring cyclical and value stocks.
  • Trading

    Weekly Trader’s Outlook

    January 14, 2022
    High inflation is finally impacting consumer behavior, and traders are contemplating the lesser of two evils; high inflation or higher interest rates. Volatility is likely to persist as this debate will not be resolved next week.
  • Market Commentary

    Schwab Market Perspective: Bumps in the Road

    January 14, 2022
    The effects of the COVID-19 virus have continued to drive—and brake—economic growth.
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Personal Finance & Planning

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Ask Carrie

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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.

Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab Bank, SSB; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank and Charles Schwab Bank, SSB, Members of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

© 2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0321-1RKA) 04/21

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