Financial Planning

Understand where you are today and create a roadmap to get you where you want to be.

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Financial Planning

Do Investing Pros Make Smart Buy and Sell Decisions?

Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.

Financial Planning

How Can You Save for College?

What financial tools and strategies are available to those planning for college expenses?

Equity Compensation

What Should You Do with Your Employee Stock?

Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?

Behavioral Finance

(Bonus) Do Super Bowl Wins Diminish in Value?

In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

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?

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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