Do Investing Pros Make Smart Buy and Sell Decisions?
Financial Decoder
by Charles Schwab
1w ago
Successful investors know that choosing what to sell is just as important as choosing what to buy. However, findings from a recent study suggest that even professional portfolio managers are subject to psychological forces while making buying and selling decisions.  On this episode, Mark Riepe discusses these recent findings with Alex Imas, professor of behavioral science and economics at the University of Chicago Booth School of Business and co-author of the study "Selling Fast and Buying Slow: Heuristics and Trading Performance of Institutional Investors." Follow Financial Decoder for f ..read more
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How Can You Save for College?
Financial Decoder
by Mark Riepe, Chris Kawashima
3w ago
Figuring out how to cover college expenses often means navigating a bewildering range of options, programs, and plans. As the financial burden of higher education grows, so does the decision-making complexity for those pursuing a degree. Some even wonder whether college is still a worthwhile investment. On this episode of Financial Decoder, Mark Riepe discusses the variables around saving and paying for college with Senior Research Analyst Chris Kawashima.  Read Chris Kawashima’s article "8 Mistakes to Avoid When Planning for College Costs." Financial Decoder is an original podcast from&n ..read more
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What Should You Do with Your Employee Stock?
Financial Decoder
by Mark Riepe, Stacie Sands
1M ago
Not all compensation takes the form of a cash salary or bonus. Today, many startups and most of the companies on the Fortune 500 list allow their employees to take ownership in the company through stock awards, employee stock purchase plans, stock options, or some other form of equity compensation. Despite this boom of employee ownership offerings, employee education and familiarity around these offerings appears to be falling behind. On this episode of Financial Decoder, host Mark Riepe is joined by Stacie Sands, a director on Schwab's Stock Plan Services team and a Certified Equity Professio ..read more
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(Bonus) Do Super Bowl Wins Diminish in Value?
Financial Decoder
by Mark Riepe
1M ago
The Kansas City Chiefs won last year's Super Bowl (LVII) and another just a few years before in 2020. The San Francisco 49ers last won a championship in 1995. In this short bonus episode, Mark Riepe shares his insights on how a concept from 18th-century mathematician Daniel Bernoulli might speak to our perceptions of utility, or emotional benefit, even regarding a team's preparation for a championship game. Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review ..read more
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Should You Trust Popular Trading Proverbs?
Financial Decoder
by Nate Peterson, Mark Riepe
1M ago
Sometimes an oft-repeated axiom, maxim, or cliché has at least a small piece of truth to it. Others make sense and are true in some situations, but not others.  The world of finance and investing is no exception to the coining of popular axioms and the misconceptions that can go along with them—especially when it comes to trading stocks. Traders are well-supplied with frequently repeated sayings that speak to perceived data patterns. And they must work to gut-check choices plagued by their own emotional biases. On this episode of Financial Decoder, host Mark Riepe is joined by Nathan Pete ..read more
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Should You Roll Over Your Retirement Account?
Financial Decoder
by Mark Riepe, Sarah Buchardt
3M ago
A job change is a big change, and it's one of those changes happening to people with greater frequency for a variety of reasons. For many of these job seekers and switchers, past and future employers offer some kind of retirement savings plan, meaning these job transitions come with decisions to make around retirement planning for those investing in them. Do you leave your 401(k) where it is? Roll it over to a new one? Open a new account and put the money in there? What are your other options? The right choice for your situation isn't always clear. This episode's guest, Sarah Buchardt, a corpo ..read more
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(Bonus) From On Investing: Market Outlook: What's in Store for 2024?
Financial Decoder
by Collin Martin, Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Mark Riepe, Kevin Gordon, Cooper Howard, Mike Townsend
3M ago
After a tumultuous year for the markets, what's in store for 2024? In this year-end episode, Schwab experts look ahead to consider what investors might expect from the markets in the new year. First, Liz Ann Sonders, Schwab's chief investment strategist, speaks with Senior Investment Strategist Kevin Gordon. Liz Ann offers her perspective on the direction of the U.S. economy and stock market. She and Kevin discuss inflation, interest rates, company earnings, and the job market, among other topics. Next, Kathy Jones, Schwab's chief fixed income strategist, interviews her colleagues Collin ..read more
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How Does Retirement Planning Differ for Freelancers?
Financial Decoder
by Mark Riepe, Susan Hirshman
4M ago
With over 70 million freelancers in the U.S., freelancing obviously appeals to a lot of workers and offers a lot of benefits to those who wish to work for themselves. However, it doesn't offer a 401(k) program, and that means saving for retirement is not as easy as filling out a form and giving it to HR. In fact, freelancers are essentially their own HR department, and that adds some complexity. On this episode of Financial Decoder, host Mark Riepe speaks with Susan Hirshman, a director of wealth management for Schwab Wealth Advisory and the Schwab Center for Financial Research. They ..read more
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How Can You Build Your Pre-Retirement Checklist?
Financial Decoder
by Charles Schwab
4M ago
Most people look forward to retirement—after all, most of us save money during our working lives to fund our golden years when we'll have more time to do what we enjoy. However, it's hard to do detailed planning if you haven't pinpointed, at least approximately, what you want to achieve in retirement. In other words, the first step for retirement planning is to imagine what you want your retirement to look like. Without a vision or goal, you can't make an effective plan. Once you take this first step of visualization, you can start to take more concrete steps to make it happen. On this episode ..read more
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Should You Pay Off Your Mortgage Before You Retire?
Financial Decoder
by Mark Riepe, Rob Williams
5M ago
Recent interest rate increases have inflated the cost of debt, which can have a profound effect on individuals carrying a mortgage on their home but also approaching retirement. Is it beneficial to pay off the mortgage prior to retirement or to continue to make your normal payments of interest and principal each month? Are there other forms of debt that should take priority over a mortgage? As retirement approaches, decisions regarding debt can seem overwhelming, and it's important to consider your individual situation. On the Season 15 premiere of Financial Decoder, host Mark Riepe speaks wit ..read more
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