Schwab Center for Financial Research
The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.
Estate Planning
What should I do
International estate planning doesn't have a one-size-fits-all strategy—learn about challenges non-U.S. citizens can face and what to consider when creating an estate plan.
Schwab Center for Financial Research
Markets and Economy
What's new
In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.
Schwab Center for Financial Research
Insights and Education Content
Education
How does it work
529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.
Schwab Center for Financial Research
Education
How does it work
The 529 savings plan provides several tax advantages when used for education expenses.
Schwab Center for Financial Research
Education
What is it
Learn how the 401(k) student loan match works and how the new, optional program for employers can allow employees to save for retirement while also paying down student debt.
Schwab Center for Financial Research
How does it work
Health Care
Onward Archive
Medicare can fall short when traveling. Here's how to fill the gaps.
Joseph Reyes,
Schwab Center for Financial Research
Sectors
What's new
Sector Views
Our outlook on the 11 S&P 500 equity sectors.
Schwab Center for Financial Research
Financial Planning
What is it
Explore types of employee benefits your company may offer like health and life insurance, a retirement plan, and more. Learn what each benefit offers and how to maximize it.
Schwab Center for Financial Research
Sectors
How does it work
Here are key facts to know about equity sectors—what they are, what they do, and how stock sectors can be used in investing.
Schwab Center for Financial Research
Performance Stock
How does it work
Learn about performance stock units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes.
Schwab Center for Financial Research