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The latest commentary

Quarterly Outlook: Fed on the Brink?

Economic cracks began to appear during the first quarter, capped off by banking system worries. Will it change the direction of Federal Reserve policy?

March 30, 2023 Liz Ann Sonders • Kathy Jones • Jeffrey Kleintop

Why Are TIPS Returns So Low?

Although Treasury Inflation-Protected Securities returns have been disappointing despite soaring inflation, their principal values have risen and they're finally offering higher income.

March 30, 2023

European Bank Stress Fallout

So far the fallout from the bank turmoil has been modest, but with credit conditions likely to tighten, signs of recovery in the global economy could be impacted.

March 27, 2023

When to Avoid Short-Term Bonds

With the Federal Reserve poised to change direction, investors who have been investing in very short-term securities may soon face "reinvestment risk."

March 23, 2023

Fed Keeps Rate Hike Small

The Fed is being pulled in different directions as it works to manage the banking turmoil while continuing its fight to bring down sticky inflation.

March 23, 2023

Prepare for tax season

How to Minimize the Risk of an IRS Audit

A number of tax audits result from preventable mistakes. Here are the five most common audit red flags—and what to do to avoid them.

March 10, 2023

Smart Tax Moves for 2022

Tax Day is coming soon. But it's not too late to manage your tax liability.

February 16, 2023

6 Questions for Tax Season

Asking these six questions could help reduce your taxable income and minimize what you owe come tax season.

December 06, 2022

Learn tax-smart strategies for filing.

Go to tax planning guide

Trading news

Schwab Market Update: Opening

Alex Coffey
March 31, 2023
Randy Frederick

Weekly Trader's Outlook

Randy Frederick
March 31, 2023

Today's Options Market Update

Nathan Peterson
March 31, 2023
Dan Sweeney

Looking to the Futures

Dan Sweeney
March 31, 2023

Popular topics

Jodi's Story

How one woman changed careers—and found a path that fit with her values.

March 20, 2023

Tax Tips for Traders

Traders have special tax considerations, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.

March 17, 2023

Handling an Inherited Business

Inheriting a business can be a great honor—and potentially a great burden. Here's how to assess its viability and navigate the tax bill.

March 10, 2023

Inflation Reduction Act Facts

The $750 billion Inflation Reduction Act of 2022 aims to combat climate change and increase tax revenues. Here's what it could mean for you.

March 10, 2023

Personal finance 101

Retire with Fixed Indexed Annuities

Fixed indexed annuities can offer those in or near retirement a balance of security and potential growth. Let's explore what they are and how they work.

March 28, 2023

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

Your 401(k) Questions Answered

Have 401(k) questions? Get answers to the most frequently asked 401(k) questions to demystify the most common type of your workplace retirement plan.

February 28, 2023

Investing 101

Ratios to Help Value Stocks

Learn how analysts use price-to-earnings (P/E), price/earnings-to-growth (PEG), and price-to-book (P/B) ratios to help value company stock.

March 29, 2023

Income Investing

Learn how income investment strategies, such as interest from fixed income securities, dividends from equity holdings, and income from a multi-asset portfolio, can potentially enhance your portfolio's performance.

March 28, 2023

Why Personalized Indexing?

Personalized indexing can put greater control in the hands of individual investors.

March 24, 2023

Market, Limit, and Stop Orders

Market orders, limit orders, and stop orders are common order types used to buy or sell stocks and ETFs. Learn how and when to use them.

March 24, 2023

Fixed Income Mutual Funds

If you're considering fixed income investments to diversify your portfolio and get a steady income stream, you might want to consider fixed income mutual funds.

March 23, 2023

Trading 101

Ratios to Help Value Stocks

Learn how analysts use price-to-earnings (P/E), price/earnings-to-growth (PEG), and price-to-book (P/B) ratios to help value company stock.

March 29, 2023

Market, Limit, and Stop Orders

Market orders, limit orders, and stop orders are common order types used to buy or sell stocks and ETFs. Learn how and when to use them.

March 24, 2023

After Hours Trading

What is after-hours trading? How does it work? Learn about the rules, risks and benefits of extended hours trading.

March 24, 2023

Retire with confidence

Retire with Fixed Indexed Annuities

Fixed indexed annuities can offer those in or near retirement a balance of security and potential growth. Let's explore what they are and how they work.

March 28, 2023

6 Steps to Prep for Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

March 22, 2023

Start Your Estate Plan Early

No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.

March 22, 2023

4 Retirement Risks to Avoid

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

March 10, 2023

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