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Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Understand returns on your investments over time and how they're contributing to your goals.
Schwab's Market Perspective | Charles Schwab
What might investors expect from the U.S. and international stock and bond markets in coming months? Here's a look at Schwab's perspective.
2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab
Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.
Making International Great Again? | Charles Schwab
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.
Are Municipal Bonds Tax Free? | Charles Schwab
Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.
Learn about mutual funds and how they differ from other investments such as ETFs.
Following Record High, Market Faces Jobs Parade | Charles Schwab
Jobs data dominate a holiday-shortened week, highlighted by Thursday's June payrolls. Stocks hit new record highs Friday despite trade tension with Canada. Powell talks tomorrow.
Chris Kawashima | Charles Schwab
Chris Kawashima, CFP, is Director, Financial Planning, for the Schwab Center for Financial Research. He is responsible for researching financial planning and retirement income issues.