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Articles

One Big Beautiful Bill: Implications for Investors

1 week ago | schwab.com | Michael Townsend

Modal can be closed by pressing Escape key. MIKE TOWNSEND: Over the last couple of months, debate over the so-called One Big Beautiful Bill Act has dominated the nation's capital. The legislation—and, yes, the One Big Beautiful Bill Act is actually its official name—is a massive tax and spending bill that encompasses much of the president's domestic policy agenda.
Should You Pay Off a Mortgage Before You Retire?

3 weeks ago | schwab.com | Rob Williams

If you're like most people, paying off your mortgage and entering your retirement debt-free sounds appealing. It's a significant accomplishment and marks the end of a major monthly expense. However, for some homeowners, their financial situation and goals might call for attending to other priorities while chipping away at their home loan. Let's look at the reasons why you might—or might not—decide to pay off a mortgage before you retire.
Are Behavioral Biases Costing You Money?

3 weeks ago | schwab.com | Mark Riepe

The study of behavioral economics has revealed a lot about how different biases can affect our finances—often for the worse. Take loss aversion: Because we feel a financial setback more acutely than a commensurate gain, we often cling to failed investments to avoid realizing the loss. Another potential hazard is present bias, or the tendency to prefer instant gratification over long-term reward, even if the latter gain is greater.
Sector Index Funds and Concentration Risk

3 weeks ago | schwab.com | Emily Doak

Some investors may turn to sector index funds when they believe a particular sector has the potential to outperform the market as a whole. What they may not realize is that such funds can be heavily concentrated in only a handful of companies.
One More Risk for Your Portfolio: Financial Fraud

3 weeks ago | schwab.com | Michael Townsend

MIKE TOWNSEND: It feels like not a day goes by where I don't get a few text messages and e-mails that seem like they might be legitimate but are always just a bit off. I got one this week that insists I have an unpaid speeding ticket and that my license is going to be suspended if I don't click on this link to pay what I owe.
Securities-Based Line of Credit: What to Consider

1 month ago | schwab.com | Chris Kawashima |Rob Williams

Even for investors with significant savings, large, time-sensitive expenses may arise that can't immediately be covered with cash on hand. Maybe you've been surprised by an unexpected home repair or tax bill. Or perhaps you've come across a real estate opportunity that's too good to pass up. For these purposes and more, a securities-based line of credit (SBLOC) may be a good way to go. Here's what it is, when to consider it, and how it works—along with potential risks to keep in mind.
What Should Your Advisor Know About You?

1 month ago | schwab.com | Mark Riepe

Modal can be closed by pressing Escape key. MARK RIEPE: I'm Mark Riepe. I head up the Schwab Center for Financial Research, and this is Financial Decoder, an original podcast from Charles Schwab. It's a show about financial decision-making and the cognitive and emotional biases that can cloud our judgment. When we think about meeting a financial advisor for the first time, you might imagine that the advisor will ask a bunch of questions. And that's true.
5 Questions to Ask Before a Big Purchase

1 month ago | schwab.com | Chris Kawashima |Rob Williams

When faced with a significant expense—whether it's a home purchase, medical bill, or another big expenditure—you have three primary ways (or some combination of the three) to cover the cost: pay with cash on hand, liquidate investments, or borrow.   These options—drawing down cash reserves, selling investments, and taking on new debt—all have consequences.
Market Uncertainty Seems Like the Only Sure Thing

1 month ago | schwab.com | Michael Townsend

Modal can be closed by pressing Escape key. MIKE TOWNSEND: For investors, 2025 has been quite the roller coaster. It's almost like we've experienced three entire market cycles—and it's only May. From the beginning of the year to the market high on February 19, the S&P 500® was up 4.7%, and the Nasdaq Composite rose 4%. A solid start to the year, no question.
ETFs and Taxes: What You Need to Know

1 month ago | schwab.com | Emily Doak

Exchange-traded funds (ETFs) have a well-deserved reputation for tax efficiency, but a close look at how the tax code treats different ETFs reveals quite a bit of complexity. To better understand ETFs and taxes, read on about the ins and outs of capital gains distributions, dividends, interest, K-1 statements, collectibles tax rates, and more. You could potentially save money at tax time.