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Securities-Based Line of Credit: What to Consider

1 week 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 week 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 week 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 week 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

3 weeks 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.
What is the Sunk Cost Fallacy and How Does It Work?

3 weeks ago | schwab.com | Mark Riepe

Always wanting to get your money's worth seems like a reasonable way of thinking about costs and experiences. When you pay for something, you expect to get something in return. If you don't, you feel like you've thrown away your money, time, or effort. But even getting your money's worth has its limits. Imagine, for example, that you shelled out for some luxurious grass-fed organic milk. You're just about to start foaming it up for a latte when you realize it has expired.
Does Your Inner Scorekeeper Skew Your Judgement?

4 weeks 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 Markets Talk, the Bond Market Speaks Loudest

4 weeks ago | schwab.com | Michael Townsend

Modal can be closed by pressing Escape key. MIKE TOWNSEND: April 2025 was quite a month for investors. For the five-week period that began on March 31 and ended at the close of trading on May 2, the S&P 500® was up exactly 0.95%. But that hardly tells the story. Look beneath the surface of that essentially flat market, and we find a roller coaster. The S&P 500 dropped by more than 14.2% in a span of just six trading days, then rebounded 17.6% over the next 18 trading days.
(Bonus) Did May Day Reshape Investing?

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. This is a shorter show than normal and I'm recording on May Day, that’s May 1. And what makes this day special is that May 1 is National Investing Day.
Dominoes: Recessions' History Guide

1 month ago | schwab.com | Liz Ann Sonders |Kevin Gordon

In mid-March, we penned a report on rising recession risk—which as a reminder, was prior to the "Liberation Day" announcement, and subsequent delays on the implementation of tariffs. Reading it again is a good primer for this report. It has become no easier to gauge the trajectory of the economy since then; especially since a recession would be a "policy choice" of sorts. Barring more of a permanent backpedal, recession odds appear to us to be better than even.