INSIGHTS & EDUCATION

Retirement Savings: Are You on Track?

The Schwab 529 Plan, reimagined.

A tax-advantaged way to save for education—now with simplified investment options and lower fees.

Teenager wearing a graduation cap hugging a child outdoors, representing education milestones and future planning.

Latest market news and insights

  • Washington: What to Watch Now

    Washington: What to Watch Now
    Kevin Warsh considers fewer Fed meetings, the Fed holds rates steady, the Senate moves to avert a shutdown, a new BLS chief is confirmed, and midterms near.
  • Q2 Tech Earnings Preview: Chips, Memory, Software

    Q2 Tech Earnings Preview: Chips, Memory, Software
    Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.
  • Watching for Labor Market Resilience | Week Ahead

    Watching for Labor Market Resilience | Week Ahead
    With the July jobs report Friday, any sign of labor market tightness might weigh on stocks, given the potential for Fed tightening, said Schwab's Kevin Gordon in the Week Ahead.

We think you might like:

One fund for broad U.S. market exposure.

Invest across large-, mid-, and small-cap U.S. stocks with the Schwab Total Stock Market Index Fund (SWTSX).

People at a bar-b-que
Offered by Charles Schwab Bank, SSB

The more qualifying assets with Schwab, the more you may save on home purchase or refinance loans.

Home Loans provided by Rocket Mortgage | NMLS #3030.

Don't let an old 401(k) hold your retirement back.

Rolling over to a Schwab IRA can help you take control of your savings, explore more investment options, and keep your long-term goals moving forward.

Schwab is the first brokerage to win #1 Overall, #1 Mobile Apps, and #1 Customer Service in the same year since 2017

Stockbrokers.com 2026 #1 Overall Brokerage, Mobile Trading Apps, and Customer Service awards

Important information about our relationship with you: Client Relationship Summaries

Our Client Relationship Summaries offer a brief summary of our services, fees, and obligations when we work with you in a broker-dealer or an investment advisory relationship. Learn more at schwab.com/transparency >

Other sites for advisors, investment professionals, and employers

Advisors

Get information about going independent with Schwab Advisor Services™ or becoming an independent franchise owner through Schwab Franchise.

Investment professionals

Get information about Schwab Funds® and Schwab ETFs™ from Charles Schwab Investment Management, Inc.

Employers

Get information about Workplace Financial Services.

Check the background of Charles Schwab or one of its investment professionals using FINRA's BrokerCheck.