Bill Koehler

11/04/2021

From donating appreciated non-cash assets to recommending recurring grants, Schwab Charitable President Sam Kang shares a few ways to maximize your philanthropic giving this year.

By Sam Kang, President, Schwab Charitable Contributors: Caleb Lund, JD Director of Charitable Strategies Group, Schwab Charitable

09/23/2021

What’s in your portfolio? Ideally, it contains an appropriate blend of investments from various asset classes. By adjusting how much you own of each asset class, you can adjust the risk/reward in your portfolio to create a mix that suits your goals.

Stocks, bonds, commodities, and other asset classes each play a unique role in your portfolio.

03/18/2021

Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.

03/08/2021

Saving and investing are more a marathon than a sprint, but changing things up using the concept of fartlek training may get you to your financial goal faster. Carrie Schwab- Pomerantz explains.

Applying the Swedish concept of fartlek training to your finances just might get you to your long-term goal faster.

12/17/2020

Whether you’re a newbie or seasoned investor, see how determining your tax cost basis can help you save on taxes.

What is your cost basis? Whether you’re a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here’s how.

12/07/2020

If market uncertainty has you ready to bail out of stocks, stop right there. Before you act, consider these important things—and keep your emotions in check. Learn more.

Gradually cutting back on stocks can make sense for older investors—as long as they create a plan and stick to it.

11/02/2020

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, for a discussion about the latest economic data and indicators that could impact the investing landscape. short.url/aBcXyZ.

10/19/2020

Waiting until after the holidays to get your finances in order? You could miss out on opportunities to maximize your savings and reduce your tax bill. Check out these six end-of-year tax-smart tips.

The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these six tax-smart steps now.

08/20/2020

Schwab's mid-year outlook is available now, and there are three key points Jeffrey Kleintop says we should take into account for in the rest of 2020:

In our 2020 Global Market Outlook, we cited many indicators pointing to heightened risk of a recession; now we highlight increasing signs of a recovery from one.

08/10/2020

Charitable planning is particularly important in times of uncertainty. With gains seen in the major U.S. stock indexes, it’s a potentially ideal time to donate appreciated investments, such as publicly traded stock, mutual funds or ETFs. Planning strategies like these may help you unlock even more to give to your favorite causes.

It’s vital to understand how appreciated non-cash assets can be an important part of a philanthropic wealth management strategy. Assets that have appreciated in value can be among the most tax-advantaged items to contribute to charity because you can potentially eliminate capital gains tax liabili...

07/27/2020

Don’t sleep on the vacation! Well.. okay, sleep on vacation, but make sure you are taking time off to relax.

Americans are basically terrible at taking time away from work. Whether it's because we just don't have enough paid time off to plan a real vacation or because

06/29/2020

Unfortunately, many recently unemployed Americans may have to tap into their retirement to help with expenses. The best choice on what do with a 401(k) after leaving a company will depend on a number of factors and the options available.

Many newly unemployed Americans may have to dip into retirement funds to cover expenses. Even if you don’t, you have some decisions to make.