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Government Policy
Washington: What to Watch Now
Lawmakers have reached a deal that could end the longest government shutdown in history.
US
Relying on Alt Data for Economic Pulse
While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
The Economy in a Data Desert
Liz Ann Sonders and Kathy Jones discuss the economic data implications of the ongoing government shutdown and which indicators matter most.
International
German Stimulus: What's Next?
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
Fed’s Balance Sheet
David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.
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Trading Tools
Intro to thinkorswim® Desktop
Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.
Planning and retirement
Mortgages
Understanding Mortgage Rates
Why aren't mortgage rates falling more quickly? Learn how different interest rates work and the various factors that can impact the interest rates we pay on mortgages.
Behavioral Finance
What is the Sunk Cost Fallacy?
The desire to get your money's worth can lead you in some potentially harmful directions.
Retirement Income
Beyond the 4% Rule
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.
Markets and Economy
Volatility in Retirement
Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.
Retirement
Save Now for Retirement
The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.
Investments
Optimism Versus Reality
Investors are optimistic they'll achieve their financial goals, thanks to access to more investment options. But many investors also don't feel in control of their finances.
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Onward magazine
Stocks