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• Our Podcasts | Charles Schwab

  Charles Schwab podcasts bring you revealing stories, news, and insights to help you make informed decisions about your portfolio and life.

• What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab

  Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.

• Schwab's Long-Term Return Expectations | Charles Schwab

  Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

• A Number in Mind | Charles Schwab

  Focusing on a single data point to the exclusion of other information: It's a tried-and-true negotiating strategy, and it can quickly skew your judgment.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• Are HSAs the New IRAs? | Charles Schwab

  Considering investing in a health savings account? Learn how these triple-tax-advantaged accounts could help pay for health care in retirement.

• 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.

• How Much Risk Is Right for You? | Charles Schwab

  Every investor wants to maximize return—but you must first consider how much risk you can stomach.

• Eli Pao | Financial Consultant in CA | Charles Schwab

  Eli Pao is a Financial Consultant at Charles Schwab serving Soquel, CA. Request an appointment or contact us today to speak with a financial consultant.

• The News, Scary Headlines, and Your Money | Charles Schwab

  Do scary headlines make you want to get out of the market? Consider this 3-step plan to help protect your money from the news and noise.