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• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• Market Snapshot | July 2025 | Charles Schwab

  Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

• Why Is the U.S. Dollar Declining? | Charles Schwab

  Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

• 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.

• What Is the Debt Ceiling and Why Does It Matter? | Charles Schwab

  What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

• Roth 401(k) vs. Roth IRA | Charles Schwab

  Learn more about both Roth IRAs and Roth 401(k)s, including how they work, their income limitations, and why you should consider contributing to them.

• Fixed Income Pricing - Fixed Income | Charles Schwab

  Access Schwab's low and straightforward pricing and choose from hundreds of no-load, no-transaction-fee bond mutual funds.

• Schwab Intelligent Portfolios Investing Insights | Charles Schwab

  Learn more about how automated investing can help you build and manage your portfolio

• Watch Out for the Kiddie Tax | Charles Schwab

  Does your child have unearned income? Make sure you understand Kiddie Tax rules.

• Overnight Trading in Futures Markets | Charles Schwab

  Futures and foreign exchange markets are open overnight, when the regular equity markets are closed. Learn more about how these overnight hours may present potential opportunities with futures trading.