Demetra Sullivan, vice president of portfolio consulting at Schwab Private Client Investment Advisory, Inc., talks about the unique generational challenges that Millennials face as investors.

Managing Your Fixed-Income Holdings When Rates Rise

Jan 27th, 2017 10m 40s

Rob Williams, managing director of income planning at the Schwab Center for Financial Research, discusses interest rates, bond prices and bond ladders.

Working Beyond Retirement Age: What It Means for Your Plan

Jan 17th, 2017 9m 17s

There can be personal and financial benefits to working past traditional retirement age. Carrie Schwab-Pomerantz, CFP?, explains.

What the Debt Ceiling Debate Means for Investors

Jan 12th, 2017 12m 18s

Past debt-ceiling debates have had an impact on the markets. Schwab’s Mike Townsend explores what the next one could mean for investors.

7 Principles for Investing Success

Jan 6th, 2017 15m 56s

Marke Riepe, head of the Schwab Center for Finacial Research, discusses 7 time-tested principles that can help you along your investing journey.

Life Events That Can Change Your Financial Picture

Dec 21st, 2016 12m 33s

Carrie Schwab-Pomerantz, CFP?, discusses how to prepare your finances for major life changes—whether expected or not.

Leaving or Receiving—How to Manage an Inheritance

Oct 4th, 2016 10m 3s

Demetra Sullivan, Schwab's vice president of portfolio consulting, talks about the potential pitfalls to avoid when you give or receive an inheritance.

Inflation and Unemployment: What Happened to the Relationship?

Aug 25th, 2016 12m 46s

Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, explains the link between unemployment and inflation in today’s economy.

Wage Growth and the Markets

Jul 29th, 2016 12m 33s

Liz Ann Sonders, Schwab's chief investment strategist, talks about the relationship between the markets, the economy and wage growth in this episode.

The Human Element in the Market

Jun 3rd, 2016 9m 9s

Schwab’s chief investment strategist Liz Ann Sonders discusses some of the human elements that drive market movements.

The Metrics That Matter

May 23rd, 2016 11m 38s

From unemployment figures to the ratio of put/call options, Charles Schwab chief investment strategist Liz Ann Sonders discusses numbers that investors should monitor, and what those numbers mean.

What’s an ETF?

May 3rd, 2016 11m 23s

If you're a cost-conscious investor who wants to diversify, consider ETFs. Michael Iachini, managing director of ETF research at Charles Schwab Investment Advisory, explains why.

Want to Start Trading Stocks? Tips for Beginners

Apr 25th, 2016 7m 37s

Randy Frederick, managing director of trading and derivatives at Charles Schwab, discusses key ways to develop and improve your trading skills.

Could You Get Hit With the AMT This Year?

Feb 29th, 2016 9m 26s

Learn how the alternative minimum tax came about and what—if anything—you can do to avoid it. This episode features Rande Spiegelman, Schwab’s financial planning expert, and Stephen Entin of the Tax Foundation.

What’s Your Social Security Benefit Really Worth?

Feb 22nd, 2016 7m 55s

Your lifetime Social Security benefit may be more valuable than you realize. Rob Williams, director of income planning at Charles Schwab, explains.

Why Is There a Stock Exchange But No Bond Exchange?

Jan 21st, 2016 11m 59s

It can be surprisingly difficult to match buyers and sellers of bonds. Kathy Jones, Schwab’s fixed income strategist, explains why.

Beyond Market Cap: How Else Can You Make an Index?

Jan 8th, 2016 9m 37s

Research Affiliates' Rob Arnott and Schwab's Tony Davidow explain a new approach to constructing indexes—using company fundamentals.

Interest Rates: What Happens After Liftoff?

Dec 11th, 2015 9m 36s

Schwab's chief investment strategist Liz Ann Sonders, and fixed income analyst Collin Martin, discuss what a “low and slow” rise in interest rates could mean for the stock and bond markets.

Gas, Sweaters, and the Case for Optimism in Europe

Dec 7th, 2015 9m 53s

Jeff Kleintop, Schwab's international expert, says there are plenty of reasons that investing in Europe makes perfect sense.

Is It Good or Bad If The Fed Raises Interest Rates?

Oct 26th, 2015 13m 45s

There is talk that the Fed may hike interest rates this year. Find out what the implications may be for your portfolio.

Why Bother Investing Abroad?

Oct 26th, 2015 11m 30s

International investing may seem unwise in light of global volatility. We discuss why you should consider investing abroad and what you may overlook if you invest only in the U.S.

Is the U.S. in Hock to China—And Should We Worry?

Aug 31st, 2015 10m 17s

Notwithstanding its current economic slowdown, China is still one of the largest foreign holders of U.S. debt. In this week's episode, we debunk fears about China's hold over the U.S.

Rate