Schwab MoneyWise ®

Ask Carrie: Investing

Do Asset Allocation and Diversification Still Work?

by Carrie Schwab-Pomerantz
August 05, 2020

Asset allocation and diversification remain the best ways to control portfolio risk during volatile markets.
Seven Quick Hacks to Set Yourself Up for Financial Success

by Carrie Schwab-Pomerantz
August 04, 2020

Trying to improve your financial habits? Here are seven hacks to help you get on track—and stay there.
Is Market Volatility Keeping You on the Sidelines? Consider Dollar-Cost Averaging

by Carrie Schwab-Pomerantz
July 08, 2020

Dollar-cost averaging is a great way to stay on track during times of market volatility.
The Upside of a Down Market

by Carrie Schwab-Pomerantz
July 01, 2020

Market downturns can be unsettling, but can present some surprising opportunities for investors.
Short on Cash? Carefully Consider Your Options

by Carrie Schwab-Pomerantz
June 30, 2020

Worried about selling in a volatile market? There's more than one way to come up with cash when you need it.
Staying Calm During the Market Storm: Five Things You Can Do Now

by Carrie Schwab-Pomerantz
June 29, 2020

Ready to panic? Don't. In times of turmoil, sticking with your plan and staying invested is the best strategy.
Redditors Asked Carrie These Financial Questions. Can You Relate?

by Carrie Schwab-Pomerantz
June 03, 2020

Times of crisis raise a lot of questions about how to manage your money. Here are three that are relevant today.
The Emotional Benefits of Strong Money Management

by Carrie Schwab-Pomerantz
May 27, 2020

Feeling financially anxious? Reduce stress by focusing on what you can control and creating a plan of action.
Looking for the Best Place to Stash Your Cash?

by Carrie Schwab-Pomerantz
April 21, 2020

There are many places to stash your cash, but the shorter your timeframe the more careful you need to be.
Should I Change My Investment Strategy?

by Carrie Schwab-Pomerantz
March 25, 2020

Your feelings about risk can change in volatile markets, but consider your goals and timeframe before taking action.
How Can I Invest If I Don’t Have Earned Income?

by Carrie Schwab-Pomerantz
February 19, 2020

Even if you don't have earned income, there are both tax-deferred and taxable ways to save for your future.
You're Saving. Should You Be Investing Too?

by Carrie Schwab-Pomerantz
January 29, 2020

You may have a sizable savings account, but don't stop there. Here's why simply saving may not be enough.
Learn How To Start Investing With These Five Simple Steps

by Carrie Schwab-Pomerantz
November 12, 2019

It isn’t difficult to become an investor. Learn how to start investing with these five simple steps.
Five Steps Women Can Take Toward Financial Empowerment

by Carrie Schwab-Pomerantz
November 06, 2019

Women still lag behind men when it comes to financial security. Here are 5 practical—and empowering—ways to take charge.
Are You Falling for These Financial Tricks?

by Carrie Schwab-Pomerantz
October 30, 2019

Here are 10 tricks we sometimes play on ourselves when it comes to money—and how to treat yourself better.
Are You Fooling Yourself When It Comes to Money?

by Carrie Schwab-Pomerantz
March 27, 2019

This April Fools' Day make sure you're not making some common—but foolish—money mistakes.
Is Your Mother, Wife, Daughter Investing? Are You?

by Carrie Schwab-Pomerantz
February 06, 2019

According to recent stats, women aren't investing enough for financial security. Here's what we can do about it.
Looking for a Good Way to Start Investing?

by Carrie Schwab-Pomerantz
January 30, 2019

For new investors, just getting started can be overwhelming. It doesn't have to be—especially if you have a 401(k).
The Case for Investing—Year In, Year Out

by Carrie Schwab-Pomerantz
January 23, 2019

Spooked by market volatility? Here's some context to help you proceed with knowledge and confidence.
How Risky is it to Buy Cryptocurrency?

by Carrie Schwab-Pomerantz
September 19, 2018

Cryptocurrency can yield big gains, but even bigger risks.
What's the Best Way to Invest Money Gifts for a New Baby?

by Carrie Schwab-Pomerantz
August 01, 2018

When investing money for a new baby, let your goals be your guide.
The Capitol Hill Challenge: How Would a Teenager Invest $100,000?

by Carrie Schwab-Pomerantz
April 04, 2018

Have you heard of the Stock Market Game and Capitol Hill Challenge™? It's a great way to teach teens about investing.
Can Middle Schoolers Learn to Make Smart Money Choices?

by Carrie Schwab-Pomerantz
January 31, 2018

Learning about money is a hands-on experience. Give your kids financial responsibility and the lessons will follow.
Tips for Finding Financial Advice

by Carrie Schwab-Pomerantz
November 15, 2017

Finding the right financial advice takes some in-depth thinking and research. Start here.
Financial Tips for Millennials

by Carrie Schwab-Pomerantz
November 10, 2017

How young adults can set themselves up for success.
How Do You Define Wealth?

by Carrie Schwab-Pomerantz
July 12, 2017

Is wealth a number or an attitude? Whatever your definition, you need to stay on top of what you have.
Are You Ready for a Financially Healthy 2017?

by Carrie Schwab-Pomerantz
January 11, 2017

Need to detox your finances? This 30-day program can lead to lifelong financial health. Try it.
How Can a Teenager Begin to Invest?

by Carrie Schwab-Pomerantz
November 18, 2015

Help a young person get started investing now and they'll thank you for years to come. Here's how.
It's Open Enrollment. HSA vs. FSA—What's the Difference?

by Carrie Schwab-Pomerantz
September 30, 2015

Open enrollment is a great time to plan for health care costs and get a tax break, too. Don't ignore it!
Things You Want to Know About Investing but Are Afraid to Ask—Part 3

by Carrie Schwab-Pomerantz
April 22, 2015

Got investing basics down? Great. But before you invest, there are still a couple more questions to ask.
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.




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.