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Perspectives

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

Retirement

4 Tips for Aging in Place

Many retirees would like to continue living independently and in their own home as they age. Find out what you can do now to help prepare for aging in place.

November 17, 2025 Chris Kawashima

Will Your Financial Plan Last?

Sound financial planning tries to account for various scenarios, but it may not always foresee the unexpected stressors of life. Is your plan built to last through retirement?

November 14, 2025

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?

November 12, 2025

Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

November 11, 2025

5 Questions for Gray Marriages

Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.

November 07, 2025

Investing Strategies

Today's Options Market Update

Yesterday’s pullback extends into today as investors remain in “risk off” mode ahead of Nvidia’s earnings report tomorrow after the bell.

November 18, 2025 Nathan Peterson

AI, Crypto Weakness Persists

A turnaround Tuesday didn't show up, at least early, as AI and cryptocurrency assets continued to retreat. Home Depot earnings disappointed and risk-off sentiment is prevalent.

November 18, 2025

Looking to the Futures

Gold continued to sell off on Monday with the dollar showing signs of strength.

November 18, 2025

The Case for International

After years of underperformance, foreign investments are now outperforming their U.S. counterparts. Here are three reasons why they likely deserve a place in most investors' portfolios.

November 14, 2025

Markets & Economy

Today's Options Market Update

Yesterday’s pullback extends into today as investors remain in “risk off” mode ahead of Nvidia’s earnings report tomorrow after the bell.

November 18, 2025

AI, Crypto Weakness Persists

A turnaround Tuesday didn't show up, at least early, as AI and cryptocurrency assets continued to retreat. Home Depot earnings disappointed and risk-off sentiment is prevalent.

November 18, 2025

Looking to the Futures

Gold continued to sell off on Monday with the dollar showing signs of strength.

November 18, 2025

Personal Finance & Planning

Today's Options Market Update

Yesterday’s pullback extends into today as investors remain in “risk off” mode ahead of Nvidia’s earnings report tomorrow after the bell.

November 18, 2025

AI, Crypto Weakness Persists

A turnaround Tuesday didn't show up, at least early, as AI and cryptocurrency assets continued to retreat. Home Depot earnings disappointed and risk-off sentiment is prevalent.

November 18, 2025

Looking to the Futures

Gold continued to sell off on Monday with the dollar showing signs of strength.

November 18, 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

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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.