Perspectives
Expert insight & commentary on retirement, personal finance, investing strategies and more from Charles Schwab & Co., Inc.
Retirement
Investing Before Rates Fall
With the Fed projecting rate cuts later this year, you may be wondering what moves to consider today.
Tips for Early Retirement
Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.
The Rule of 55
Hoping to access your 401(k) early? With the rule of 55, you may be able to access and take early withdrawals from your 401(k). Here's what you need to know.
Benefits of Investing Your HSA
Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.
Retirement Savings Tips
Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.
Investing Strategies
Schwab Market Update: Opening
The morning's scorecard looked more green than red as companies began reporting, while Treasury auctions, Tesla, and yields could all pose headwinds.
Looking to the Futures
Gold prices closed nearly -3% lower to start the week after the dollar index gained traction.
Schwab Market Update: Closing
The S&P 500 index broke a six-day losing streak after oil prices declined and investors waited for earnings report from major companies.
Today's Options Market Update
Stocks are modestly higher to start a week in which several mega-cap tech earnings reports will be released followed by a key inflationary report on Friday.
Markets & Economy
Schwab Market Update: Opening
The morning's scorecard looked more green than red as companies began reporting, while Treasury auctions, Tesla, and yields could all pose headwinds.
Looking to the Futures
Gold prices closed nearly -3% lower to start the week after the dollar index gained traction.
Monday's Schwab Market Update Podcast
The S&P 500 index broke a six-day losing streak after oil prices declined and investors waited for earnings report from major companies.
Personal Finance & Planning
Schwab Market Update: Opening
The morning's scorecard looked more green than red as companies began reporting, while Treasury auctions, Tesla, and yields could all pose headwinds.
Looking to the Futures
Gold prices closed nearly -3% lower to start the week after the dollar index gained traction.
Monday's Schwab Market Update Podcast
The S&P 500 index broke a six-day losing streak after oil prices declined and investors waited for earnings report from major companies.
Ask Carrie
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.
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.
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.
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.
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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.