Behavioral Finance

Discover how psychological influences and biases may affect your financial behavior.

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Trading

Should You Trust Popular Trading Proverbs?

When navigating the world of stock trading, what kernels of truth can you take from some of the most ubiquitous trading proverbs?

Financial Planning

Should You Roll Over Your Retirement Account?

What options do you have when leaving a job where you hold an employer-sponsored retirement account?

Financial Planning

How Does Retirement Planning Differ for Freelancers?

What options do freelancers have to get the most benefit out of their retirement savings?

Financial Planning

How Can You Build Your Pre-Retirement Checklist?

What do you need to take care of in the handful of years, months, and days before you retire?

Financial Planning

Should You Pay Off Your Mortgage Before You Retire?

If you are nearing retirement, does it make sense to pay off your mortgage in advance?

Behavioral Finance

How Did Chuck Schwab Disrupt an Industry? (Rebroadcast)

Founder and Chairman of the Board Chuck Schwab joins Mark Riepe for a candid discussion about the decisions he made that disrupted the brokerage industry.

The information provided here is for general informational purposes only and 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.

Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

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