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Spending in Retirement: Beyond the 4% Rule | Charles Schwab
The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.
Investing Basics: Bonds | Charles Schwab
Watch to learn the basics of bonds and how investors might use them to preserve capital and pursue extra income.
How Do You Define Investment Risk? | Charles Schwab
There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.
Reducing RMDs With QCDs in 2025 | Charles Schwab
A qualified charitable distribution (QCD) can satisfy required minimum distributions (RMDs) and philanthropic goals. Read more about the tax benefits of QCDs.
Are Annuities a Good Investment For Me? | Charles Schwab
Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.
Crypto Goes Mainstream: What Investors Should Know | Charles Schwab
Institutional adoption, greater regulatory clarity, and a growing awareness of blockchain technology’s potential are powering a shift in acceptance of digital assets. What’s next?
Investing Basics: Stocks | Charles Schwab
Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.
Is an IRA Right for You? | Charles Schwab
IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future.
What Does the Federal Reserve Do? | Charles Schwab
The Federal Reserve, or the Fed, is an important and influential part of the U.S. economy, and its role is explained further in this video.
Socially Responsible Investing (SRI) | Charles Schwab
What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.