Investing


Does Marriage Bring Financial Benefits?

by Carrie Schwab-Pomerantz
September 13, 2017

While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
How Fast Can You Get Your Money Out of the Stock Market?

by Carrie Schwab-Pomerantz
August 09, 2017

How fast you can cash out of the stock market is far less important than deciding what money to invest and why.
Are You Ready to Invest?

by Carrie Schwab-Pomerantz
June 21, 2017

Investing begins with thoughtful answers to some important questions—whether online or in person.
What's the Best Way to Invest in a Rising Market?

by Carrie Schwab-Pomerantz
April 12, 2017

If you try to time the market, your chance of losing is as great as your chance of winning. Rebalancing is the key.
What's the Best Way to Rebalance Your Portfolio?

by Carrie Schwab-Pomerantz
August 31, 2016

Whether you do it annually or only when things get too far out of alignment, rebalancing is an essential element of successful investing.
Can Money Make You Happy? Three Things to Think About.

by Carrie Schwab-Pomerantz
August 17, 2016

Money itself may not make us happy, but how we view it, spend it and share it can make a big difference in our lives.
What Should You Budget for Healthcare Costs in Retirement?

by Carrie Schwab-Pomerantz
July 06, 2016

Healthcare costs can be pretty steep in retirement, even for a healthy person. Here's why.
The Lowdown on 401(k) Loans

by Carrie Schwab-Pomerantz
March 16, 2016

There aren't strict rules on how many times you can take a 401(k) loan, but there can be far-reaching consequences.
Do Asset Allocation and Diversification Still Work?

by Carrie Schwab-Pomerantz
January 27, 2016

The thinking about asset allocation and diversification hasn't changed, but there are new ways to fine-tune them.
Things You Want to Know About Investing but Are Afraid to Ask—Part 2

by Carrie Schwab-Pomerantz
April 15, 2015

New to investing? Need a refresher on types of investments? A little review of basic terms can be good for everyone.
Things You Want to Know About Investing but Are Afraid to Ask—Part 1

by Carrie Schwab-Pomerantz
April 08, 2015

Thinking about investing but don't know where to begin? Get your grounding with a few basic concepts.
Learn How To Start Investing With These Five Simple Steps.

by Carrie Schwab-Pomerantz
January 28, 2015

It isn’t difficult to become an investor. Learn how to start investing with these five simple steps.
Holiday Spending Worries? Generosity Doesn't Always Come With a High Price Tag

by Carrie Schwab-Pomerantz
November 26, 2014

With a little creative thinking, you can extend your generosity this holiday season without spending a fortune
Looking for the Perfect Gift This Season? Consider a Charitable Donation

by Carrie Schwab-Pomerantz
December 04, 2013

If the stress of gift giving is getting you down, a charitable donation in someone's name can be the perfect fit.



Turning 50?

Get financial answers for this important stage of life.

New Book

Your Feedback

Do you have a question or comment about family finances?

Let Us Know

Investing involves risk, including possible loss of principal.

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC.