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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.

• Fixed Deferred Asset Rates | Charles Schwab

  Transferring Accounts

• What are Bonds? Types of Bonds & How they Work (2024) | Charles Schwab

  Learn about bonds, starting with the basics (what is a bond, how do bonds work) and then exploring types of bonds and how rising interest rates can affect them.

• Navigating Post-Election Market Dynamics | Charles Schwab

  Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.

• The Fed at Jackson Hole & Revised Employment Data | Charles Schwab

  Liz Ann Sonders and Kathy Jones discuss the Federal Reserve’s annual conference at Jackson Hole and the annual payrolls benchmark revision.

• 'Muddiness' & Uncertainty in the Markets (With Cameron Dawson) | Charles Schwab

  Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.

• When Should You Take Social Security? | Charles Schwab

  Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?

• The View from Washington D.C. | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.

• Debt, Deficits & One Big Beautiful Bill | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

• 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.