Insights & Education
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Fed's Dueling Mandates
July's hot jobs report will likely keep the Fed in a hawkish position, but key to watch moving forward is a continued softening in leading labor and inflation indicators.
Can Dollar Strength Continue?
A trifecta of factors support the dollar, including the relatively strong performance of the U.S. economy, tightening monetary policy by the Federal Reserve, and safe-haven buying. These are likely to remain intact into 2023.
The Return of Dividends
Although the 10-year U.S. Treasury yield climbed above stocks' dividend yields earlier this year, dividend payers may continue to reward should the economy continue to slow.
MBS: Fed Policy Poses a Risk
Mortgage-backed securities (MBS) yields may have room to rise as the Federal Reserve continues its "quantitative tightening" process. However, MBS have unique characteristics that investors should understand before considering them as an investment.
Five Big Issues
With several key issues moving to the front burner in Washington, investors are asking questions about what they could mean to their finances now and into retirement.
Trading news
Popular topics
Bad-Market Tips for Retirees
Certain moves could make more sense during a bad market than during a good one. Here are four.
The AMT and Who Pays It
The alternative minimum tax applies only to some taxpayers. Learn what the alternative minimum tax is, who might be affected, and what might trigger it.
Tips for a Down Market
Certain moves could make more sense during a bad market than during a good one. Here are five.
2022 Savings & Gifting Limits
How new contribution and exemption limits can help further reduce your taxes.
Personal finance 101
Not Eligible for a Roth IRA?
If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.
Roth 401(k) Considerations
With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.
Saving Plans: IRA vs. 401(k)
We break down which retirement accounts—IRAs or 401(k)s—may be right for you.
Investing 101
Find Out About ETFs and Taxes
Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.
Finding Reputable ESG Bonds
Not all ESG bonds are what they purport to be. Here's how to help identify the reputable ones.
Rational Buy & Sell Decisions
Schwab experts explain how to tune out market noise and make more deliberate investment decisions.
Trading 101
Margin: How Does It Work?
In the same way a bank can lend you money if you have equity in your house, your brokerage firm can lend you money against the value of the investments in your portfolio.
Common Options Mistakes
When it comes to options trading, education and awareness are important for establishing a strong foundation. Consider these common mistakes that traders often encounter.
Retire with confidence
Bad-Market Tips for Retirees
Certain moves could make more sense during a bad market than during a good one. Here are four.
Working in Retirement & RMDs
Retired but thinking of going back to work? Be sure you understand how it could affect your savings plans and RMDs.
Working in Retirement
If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.
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