Spring 2025 Issue

March 7, 2025
Explore the Spring 2025 edition of Onward magazine.

The Federal Reserve's measured approach to lowering interest rates has kept bond yields at relatively attractive levels—but further cuts could bring them back down to earth. In this issue, discover some possible alternatives for income-hungry investors.

Elsewhere in the magazine, Schwab experts discuss what the future of artificial intelligence could mean for investors, how direct indexing can help make your portfolio more tax-efficient, the choice between purchasing long-term care insurance or footing the bill yourself, and more.

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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.

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