Government Policy

Understand how policy decisions coming out of Washington may impact financial markets and your investments.

Market Outlook: What's in Store for 2024?

As we approach 2024, what can investors expect from the markets in the new year?

Shape Up Your Financial Plan for 2024

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.

Fixed Income Outlook: The Rocky Road Bond Market

Although some volatility may continue, we believe interest rates have peaked. We expect lower Treasury yields and positive returns for investors in 2024.

Lose Yourself in the Inflation Data

Inflation is a touchy subject, and given there are many ways to analyze it, investors should take note of the nuances that exist within the data.

Is China Investable?

Reasons prompting concern around investing in China may be improving, but volatility is likely to remain characteristic of Chinese stocks in 2024.

The Future of Social Security and Medicare?

Medicare and Social Security are projected to run out of money in less than a decade. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.

Congress Averts Government Shutdown … Again

The bill will keep the federal government running into early 2024, but likely increases the risk of a shutdown in February.

Financial Fraud: Savvy Investors Aren’t Immune

Financial fraudsters are getting smarter, and their tools, like AI, are getting better. So how do you identify a scam and protect yourself from becoming a fraud statistic?

Schwab Market Perspective: Upside-Down

Lately bad news has been good news for the stock market, as investors look to the Federal Reserve to begin cutting rates earlier than previously expected.

The View from Washington D.C.

Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.