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Perspectives

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

Retirement

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.

March 12, 2024

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.

February 28, 2024

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.

February 23, 2024

Roth IRA Withdrawals

When retirement is years away, most investors tend to focus more on saving and less on what will happen when it's time to take their money out.

February 22, 2024

Save Now for Retirement

The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.

February 22, 2024


Investing Strategies

Schwab Market Update: Opening

The final fourth quarter GDP estimate rose to an annualized 3.4%, while jobless numbers were ho-hum. The PCE report is released tomorrow while markets are closed for the holiday.

March 28, 2024 Joe Mazzola

Schwab Market Update: Closing

The Dow Jones Industrial Average led major indexes higher, with utilities, solar energy, and small-cap stocks also seeing strength Wednesday.

March 27, 2024

Today's Options Market Update

Following three consecutive days of losses, market indexes were up slightly in premarket trading with mega caps inching higher and falling Treasury yields providing a tailwind.

March 27, 2024

Looking to the Futures

Stocks traded lower on Monday after hawkish Fed comments but have rebounded this morning.

March 26, 2024


Markets & Economy

Schwab Market Update: Opening

The final fourth quarter GDP estimate rose to an annualized 3.4%, while jobless numbers were ho-hum. The PCE report is released tomorrow while markets are closed for the holiday.

March 28, 2024

Schwab Market Update: Closing

The Dow Jones Industrial Average led major indexes higher, with utilities, solar energy, and small-cap stocks also seeing strength Wednesday.

March 27, 2024

Today's Options Market Update

Following three consecutive days of losses, market indexes were up slightly in premarket trading with mega caps inching higher and falling Treasury yields providing a tailwind.

March 27, 2024


Personal Finance & Planning

Schwab Market Update: Opening

The final fourth quarter GDP estimate rose to an annualized 3.4%, while jobless numbers were ho-hum. The PCE report is released tomorrow while markets are closed for the holiday.

March 28, 2024

Schwab Market Update: Closing

The Dow Jones Industrial Average led major indexes higher, with utilities, solar energy, and small-cap stocks also seeing strength Wednesday.

March 27, 2024

Today's Options Market Update

Following three consecutive days of losses, market indexes were up slightly in premarket trading with mega caps inching higher and falling Treasury yields providing a tailwind.

March 27, 2024


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.

December 15, 2023 Patrick Means

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

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.