Insights & Education
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The latest commentary
We see potential opportunity in municipal bonds in 2024, although there may be more volatility.
Overall, we expect corporate bonds to deliver positive returns in 2024, but we remain cautious about the potential for a downturn in the economy to have a negative impact on lower-rated bonds.
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Popular in trading
Meet some of the most important greeks—delta, gamma, theta, vega, and rho—and see how they can be used in your options trading.
Perhaps one of the most commonly used fundamental ratios is the price-to-earnings, or P/E, ratio. Discover how it can help you compare the valuation of two or more companies.
Learn how the Relative Strength Index, or RSI, works and how it can help investors analyze trends.
Learn how to use a simple moving average to confirm established trends, along with the pros and cons of applying it to different time frames.
Planning and retirement
From polishing up your portfolio, to checking on your estate plan, to making tax-efficient choices, now is the time to get your financial plan on sound footing for the new year.
Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement.
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.
The sooner you start gathering your tax forms and getting ready to file, the less stress you're likely to feel as Tax Day approaches.
With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2023 taxes.
Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.