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Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Saving Outside Your 401(k) | Charles Schwab
Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.
We offer industry-leading pricing, award-winning customer service, and a Satisfaction Guarantee—something no one else promises.
Q2 Tech Earnings Preview: More Growth Seen | Charles Schwab
Tech earnings strength has lifted S&P 500 earnings growth in recent quarters and could again as firms like Apple, Microsoft, and Intel gear up to report.
Roth IRA vs. Traditional IRA: Differences and Rules | Charles Schwab
Compare a Traditional IRA vs Roth IRA to see which fits your financial situation. Get insights on tax implications and withdrawal rules.
2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab
Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.
Automated Investing | Schwab Intelligent Portfolios | Charles Schwab
Schwab Intelligent Portfolios® is investing made easy. Our robo-advisor builds, monitors, and rebalances a diversified portfolio of exchange-traded funds.
What is a Traditional IRA? | Charles Schwab
What is a Traditional IRA? A Traditional IRA allows you to contribute pre-tax dollars and grow your money tax deferred. Learn about how to open one today.