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Learn about exchange-traded funds and how they may benefit your portfolio.
What is an IRA? | Open an Individual Retirement Account | Charles Schwab
An Individual Retirement Account, or IRA, can help you reach your retirement goals. Learn what an IRA is and which IRA type may best help you save on taxes.
Jeffrey Kleintop | Charles Schwab
Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.
Portfolio Management | Charles Schwab
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Think through how you would like your investments and other assets distributed to your heirs.
An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization' | Charles Schwab
Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.
Monthly Stock Sector Outlook (2025) | Charles Schwab | Charles Schwab
Our stock sector outlook is updated monthly and delivers expert insights into the 11 S&P equity sectors, for example Energy, Health Care and Industrials.
Social Security | Charles Schwab
Understand how Social Security works and when you should consider taking it.
Get tips and advice on saving for retirement, life goals, and emergencies.