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• Schwab Intelligent Portfolios Quarterly Market Commentary | Charles Schwab

  How is the stock market performing? Check out our quarterly market commentary, including a review of how Schwab Intelligent Portfolios performed.

• Should You Pay Off a Mortgage Before You Retire? | Charles Schwab

  Whether it makes financial sense to pay off your mortgage before you retire depends on your individual situation. Here are some things to consider.

• 457(b) vs. 403(b) Retirement Plans | Charles Schwab

  Learn about the differences between 457(b) vs. 403(b) and how you might be eligible for this retirement account if you work for public service or the government.

• Socially Responsible Mutual Funds | Charles Schwab

  Learn more about socially responsible mutual funds and how you can grow your portfolio while making a positive impact.

• How Much Car Can I Afford? 5 Things to Consider | Charles Schwab

  Wondering how much car you can afford? Here's what to consider before signing on the line—starting with your monthly payment and how it fits into your budget.

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• What is Property and Casualty Insurance? A Guide | Charles Schwab

  Learn about different types of property and casualty insurance and how they could protect you in the event of damage to your home, car, business, or valuables.

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.