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Saving for Retirement

Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more

Plan your retirement

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.

October 09, 2024 • Chris Kawashima

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What Is an HSA?

Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.

October 09, 2024

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Roth IRA Conversion and Taxes

How to make the most of a Roth IRA conversion.

August 12, 2024

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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.

July 12, 2024

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Measuring Portfolio Performance

The Sortino ratio focuses only on the downside risk of a portfolio, which is what short-term investors may want if they've got a short-term goal. The higher the Sortino ratio, the better the risk-adjusted return.

June 27, 2024

Prioritize your finances

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Financial Tips for New Parents

Raising a child is expensive. Here's how to set financial goals for your child's milestones while keeping your retirement savings on track.

November 13, 2024

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How Financial Planning Helps

Here are five ways having a financial plan can help you.

November 13, 2024

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Social Media and Your Money

Having ready access to financial information can help give you more confidence in your money decisions, but when it comes to social media, we suggest caution.

October 30, 2024

Learn investing basics

What to Know About Crypto Now

Bitcoin's recent rally and the rise of crypto ETFs have attracted investors. Three Schwab experts discuss the latest developments, risks, and other aspects of trading crypto.

November 15, 2024

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Maturing Short-Term Bonds?

As interest rates come down, yields from short-term bonds are likely to suffer as well. Here's how manage reinvestment risk as your short-term securities mature.

November 15, 2024

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Are We in a Temperamental Era?

The period from the 1960s to the 1990s defined by record-setting inflation and big swings in GDP bears a striking resemblance to the current environment.

November 15, 2024

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Investing in Dividend Stocks

Dividend stocks deliver regular payments to investors and can be an essential part of portfolios. Learn how to assess dividend stocks and understand reasons to choose or avoid certain ones.

November 14, 2024

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Understanding the Yield Curve

The Treasury yield curve is an important economic indicator that, depending on its shape, can signal changes in market expectations and provide economic insight.

October 31, 2024

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Social Media and Your Money

Having ready access to financial information can help give you more confidence in your money decisions, but when it comes to social media, we suggest caution.

October 30, 2024

Automate your investing

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Portfolio Management

What's Dollar-Cost Averaging?

Robo Advice

Robo-Advisors and Emotions

Manage your portfolio

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Tips to Reduce Portfolio Risk

A market downturn can expose risk in your portfolio. Here are some considerations to help manage portfolio risk to stay on track of your financial goals.

November 15, 2024

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How Financial Planning Helps

Here are five ways having a financial plan can help you.

November 13, 2024

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Fully Paid Securities Lending

With fully paid lending, shareholders receive income for loaning out shares. Investors who borrow shares can use them to sell short, cast votes, or ensure that trades clear.

September 17, 2024

Explore more topics

IRA 401(k) Taxes Investments Trusts Wills Portfolio Management Rebalancing

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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 conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.