Quarterly Market Summary: Rally Spells Relief

by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. and Brad Sorensen, CFA, Director, Market Analysis Group, Schwab Center for Financial Research
July 2, 2009 
 
Stocks have responded to economic data, suggesting the freefall in the economy is finally losing steam.
 

Why Mutual Funds Make Sense in Today's Market

by Mark W. Riepe, CFA, Senior Vice President, Schwab Center for Financial Research
June 30, 2009

Should you manage your own portfolio or own mutual funds? Most individuals could have better odds of success with professional management. 
 

Social Security: Making the Most of Your Benefits

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
May 27, 2009 
 
Whether you are approaching retirement or already retired, you probably have some questions about how to maximize your Social Security benefits. In this article we provide answers to some important frequently asked questions.
 

Stretching Your IRA: Transferring Wealth to the Next Generation

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
June 30, 2009 
 
In this article, Rande Spiegelman explains why you should consider “stretching” your IRA as part of your estate-planning strategy. An IRA can allow you to transfer wealth to future generations while reducing, deferring or even eliminating income taxes on your retirement savings.