Schwab MoneyWise ®

Ask Carrie: Investing

What Farmers Can Teach Us About Finances

by Carrie Schwab-Pomerantz
March 24, 2021

What do investors and farmers have in common? A lot. Enjoy some financial wisdom from those who work the land.
As You Build Your Financial Future, Heed the Advice of Richard Thaler

by Carrie Schwab-Pomerantz
March 17, 2021

Behavioral economist Richard Thaler shares his advice for a secure financial future.
New Financial Survey on Black Americans Is a Call to Action

by Carrie Schwab-Pomerantz
March 10, 2021

2020 Ariel-Schwab Black Investor Survey results give insight into financial inequalities—plus a signal of hope.
This International Women's Day, Let's Focus on Single Women

by Carrie Schwab-Pomerantz
March 03, 2021

Here's how single women—a growing segment of the population—can meet their unique financial challenges.
Is Investing in the Stock Market Gambling?

by Carrie Schwab-Pomerantz
February 17, 2021

Slick trading screens can make investing seem like a game, but investing and gambling are totally at odds.
Looking for a Way to Invest According to Your Values?

by Carrie Schwab-Pomerantz
January 13, 2021

Whether your cause is the environment, human rights or consumer protection, socially responsible investing is easier than ever.
Introducing Fractional Shares: A New Way to Get Started Investing

by Carrie Schwab-Pomerantz
November 25, 2020

Fractional shares make stock investing easier and more accessible—and more appealing to gift stock to a new investor.
6 Lessons from Baking That Apply to Investing

by Carrie Schwab-Pomerantz
November 20, 2020

Investing, like baking, takes patience and planning.
Older Investors Are Asking: Should I Get Out of Stocks?

by Carrie Schwab-Pomerantz
November 04, 2020

Gradually cutting back on stocks can make sense for older investors—as long as they create a plan and stick to it.
How Can I Make the Most of My Stock Options?

by Carrie Schwab-Pomerantz
October 28, 2020

Stock options can be an important part of compensation, but be sure you know which kind you have and how they work.
Is Your Mother, Sister, Daughter Investing? Are You?

by Carrie Schwab-Pomerantz
August 26, 2020

In spite of significant gains in education and employment, women still aren't investing aggressively enough. Why?
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.
How to Juggle Multiple Savings Goals

by Carrie Schwab-Pomerantz
May 22, 2020

Where to save first when you can’t max out everything.
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.
Can You Give Stock as a Gift? Should You?

by Carrie Schwab-Pomerantz
December 11, 2019

Giving stock can be both a financial gift and a personal finance lesson. But get the details first.
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.
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.
How Can I Explain the Power of Compound Interest to My Teen?

by Carrie Schwab-Pomerantz
July 25, 2018

When it comes to explaining compound interest, the numbers speak for themselves.
Should You Open a Custodial Account for Your Grandchild?

by Carrie Schwab-Pomerantz
April 25, 2018

A custodial account for a grandchild can be both a saving and teaching tool, but make sure you know how it works.
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.

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