Insights for clients invested in their financial futures


Weighing Insurance Options

Insurance offers not just downside protection but also financial stability. Here's a look at the costs and considerations of several types of insurance coverage.

May 17, 2024

Your Retirement Lifestyle

When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.

May 16, 2024

4 SECURE 2.0 Act Takeaways

The sweeping new law will continue to be implemented over the next few years. Here are four areas in which your retirement savings could benefit.

March 08, 2024


India: The Next Big Thing?

India's prospects are bright, but the country faces significant headwinds. Here's what to know as an investor.

March 08, 2024

Estate Planning for Collectors

What to know about bequeathing and inheriting collectibles.

March 08, 2024

Trading the Magnificent Seven

The Magnificent Seven stocks—tech giants Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are a volatile group that could be of interest to some traders.

March 08, 2024

Word of mouth

What is a Charitable Gift Annuity?

Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.

March 08, 2024

4 Conflicts Faced by Couples

Schwab wealth advisors discuss the common financial conflicts they see among couples—and how to navigate them successfully.

March 08, 2024

Creating a Charitable Legacy

Nicholas Tedesco, president and CEO of the National Center for Family Philanthropy, and Sam Kang, president of Schwab Charitable, offer guidance for cultivating a culture of giving in your family.

March 08, 2024

Big picture

Clean Energy Tax Credits

Federal tax credits for energy-efficient home improvements and clean vehicles make going green even more attractive.

March 08, 2024

Quick takes

Gifting Appreciated Stock

A look at the potential tax advantages of gifting appreciated stock to new grads.

May 16, 2024

Reasons for Borrowing Now

Despite today's relatively high rates, asset-backed borrowing could still make sense to meet your short-term liquidity needs.

March 08, 2024

The Power of Asset Titling

Proper asset titling is critical to any good estate plan—but be sure you understand the ramifications before making changes.

March 08, 2024

How Discount Bonds Are Taxed

Tax-sensitive bond investors need to consider the tax ramifications when purchasing discount bonds.

March 08, 2024

How to Find Diversification

Positive correlation between stocks and bonds is currently forcing investors to find portfolio diversification elsewhere.

March 08, 2024

From our leaders

Walter W. Bettinger II

The New Face of Schwab Trading

Walter W. Bettinger II
March 08, 2024
Charles Schwab

Thematic Investing at Schwab

Charles Schwab
March 08, 2024

From the archives

SLAT Trusts for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

March 04, 2022

BDCs: High Yields, Big Risks?

Business development companies are known for attractive yields—but are they worth the risks?

March 04, 2022

4 Ways to Fight Identity Theft

How to keep fraudsters from stealing your identity.

March 04, 2022

Cryptocurrencies and Taxes

Virtual currencies can result in real tax liabilities.

April 07, 2022

Risk Tolerance vs. Capacity

It's not how much risk you can stomach that counts—it's how much time you have left to save.

November 09, 2022

Weathering a Recession

How to help position your portfolio in anticipation of an economic downturn.

November 09, 2022

Should You Consider an ARM?

Adjustable-rate mortgages are on the rise—but are they right for you?

November 11, 2022

Charitable Remainder Trusts

A charitable remainder trust can provide a tax break and income for life.

November 11, 2022

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.