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• Products | Charles Schwab

  Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.

• When Will Social Security and Medicare Run Out? | Charles Schwab

  Medicare and Social Security are projected to run out by 2036. Read what Mike Townsend has to say about the likelihood of shortfalls and possible solutions.

• Small Business | Charles Schwab

  Understand how to choose which retirement plan fits your business, and money management tips for side gigs and freelance work.

• Energy: Powering Artificial Intelligence? | Charles Schwab

  Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

• Schwab Intelligent Portfolios™ Asset Allocation White Paper | Charles Schwab

  Understand the Asset Classes that are included across Schwab Intelligent Portfolios.

• Our Philosophy and What Matters in the Markets | Charles Schwab

  Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

• Losses Loom Large: With Guests Hank Haney, Dolly Chugh & Maurice Schweitzer | Charles Schwab

  From ethical behavior to athletic competition, the disproportionate drive not to lose can lead to major mistakes.

• Retirement Planning for Empty Nesters | Charles Schwab

  After years of focusing on your kids, it's time to focus on yourself. Read more about planning for your next big milestone—retirement—as an empty nester.

• Charles Schwab | Charles Schwab

  Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.