Expert Insight & Commentary
Investing Strategies
Get perspectives on investing strategies from our team of experts to help you make more informed investment strategy decisions for your portfolio.
The Road to Higher Interest Rates
by Kathy Jones
June 17, 2013
The road to higher interest rates will likely be long and winding. What will it take to get there?
by Kathy Jones
June 17, 2013
The road to higher interest rates will likely be long and winding. What will it take to get there?
How to Use Schwab's Stock Lists
by Jeffrey P. Ryan
June 13, 2013
Finding the right stock to buy can sometimes seem overwhelming. Learn how to generate buy ideas and maintain a diversified portfolio.
by Jeffrey P. Ryan
June 13, 2013
Finding the right stock to buy can sometimes seem overwhelming. Learn how to generate buy ideas and maintain a diversified portfolio.
Schwab Bond Insights: Timing the Taper
by Kathy Jones, Rob Williams and Collin Martin
June 7, 2013
Timing the Taper; Investment Grade Corporate Bonds in a Rising Rate Environment; California Dreaming; Why Hold Bonds at All?
by Kathy Jones, Rob Williams and Collin Martin
June 7, 2013
Timing the Taper; Investment Grade Corporate Bonds in a Rising Rate Environment; California Dreaming; Why Hold Bonds at All?
Japan: Land of the Rising Consumer
by Michelle Gibley
June 5, 2013
Investors need to update their thinking about Japan as a shrinking market. Japan's consumers are waking up and spending.
by Michelle Gibley
June 5, 2013
Investors need to update their thinking about Japan as a shrinking market. Japan's consumers are waking up and spending.
Schwab Bond Insights: Anchors Aweigh?
by Kathy Jones, Rob Williams and Collin Martin
May 17, 2013
Anchors Aweigh?, Corporate Bonds – New Issuance Remains Strong; Update on BABs and Extraordinary Redemptions Due to Sequestration; Premium Bonds in a Low Yield Environment
by Kathy Jones, Rob Williams and Collin Martin
May 17, 2013
Anchors Aweigh?, Corporate Bonds – New Issuance Remains Strong; Update on BABs and Extraordinary Redemptions Due to Sequestration; Premium Bonds in a Low Yield Environment
Target Maturity Bond ETFs: Diversified Baskets, Single-Year Maturity
by Michael Iachini
May 15, 2013
Find out about ETFs that offer diversification benefits and a set maturity date.
by Michael Iachini
May 15, 2013
Find out about ETFs that offer diversification benefits and a set maturity date.
Schwab Bond Insights: What Happens at the Beginning of the End of QE?
by Kathy Jones, Rob Williams and Collin Martin
May 3, 2013
What Happens at the Beginning of the End of QE?; Reaching for Credit Quality; Warnings on Muni Bonds?; The Treasury Is Set to Begin Issuing Floaters – How Will This Impact You?
by Kathy Jones, Rob Williams and Collin Martin
May 3, 2013
What Happens at the Beginning of the End of QE?; Reaching for Credit Quality; Warnings on Muni Bonds?; The Treasury Is Set to Begin Issuing Floaters – How Will This Impact You?
Tough Road Ahead for Australian Stocks
by Michelle Gibley
May 2, 2013
Australia's financial sector has offset falling commodity process and a slowdown in China, but its stock market faces an uphill climb.
by Michelle Gibley
May 2, 2013
Australia's financial sector has offset falling commodity process and a slowdown in China, but its stock market faces an uphill climb.
Looking for Equity Income? Try Shareholder Yield
by John Wightkin
May 1, 2013
Shareholder yield—a measure of total cash returned to the shareholders—can be a useful stock selection tool for investors seeking income.
by John Wightkin
May 1, 2013
Shareholder yield—a measure of total cash returned to the shareholders—can be a useful stock selection tool for investors seeking income.
Should You Worry About Bond Funds if Interest Rates Rise?
by Rob Williams
April 23, 2013
Interest rates have nowhere to go but up. What impact might rising rates have on bond mutual funds?
by Rob Williams
April 23, 2013
Interest rates have nowhere to go but up. What impact might rising rates have on bond mutual funds?
Q and A: Estimating Long-Term Market Returns
by Michael E. Lind
April 11, 2013
A sound financial plan is your map to help you reach long-term financial destinations. To get there, you need reasonable estimates of stock-and-bond market returns.
by Michael E. Lind
April 11, 2013
A sound financial plan is your map to help you reach long-term financial destinations. To get there, you need reasonable estimates of stock-and-bond market returns.
Hedging: Tax Traps for the Unwary
by Rande Spiegelman
April 5, 2013
Running afoul of certain tax rules could severely limit the effectiveness of your hedging strategy.
by Rande Spiegelman
April 5, 2013
Running afoul of certain tax rules could severely limit the effectiveness of your hedging strategy.
Emerging Markets: Proceed with Caution
by Michelle Gibley
April 3, 2013
Emerging-markets stocks have underperformed recently. What's the outlook on emerging markets—and are there better investing opportunities abroad?
by Michelle Gibley
April 3, 2013
Emerging-markets stocks have underperformed recently. What's the outlook on emerging markets—and are there better investing opportunities abroad?
Finding Income With ETFs
by Michael Iachini
March 28, 2013
We explore bond ETFs, REIT ETFs and dividend stock ETFs as income investments.
by Michael Iachini
March 28, 2013
We explore bond ETFs, REIT ETFs and dividend stock ETFs as income investments.
The Difference Between ETF Indexes
by Michael Iachini
March 27, 2013
Not all ETF indexes are built the same. Does it matter?
by Michael Iachini
March 27, 2013
Not all ETF indexes are built the same. Does it matter?
Inside Earnings: Quality Is Key
by Brian L. Burda
March 26, 2013
What's earnings quality? Some say it's impossible to define, but they know it when they see it. Schwab Equity Ratings takes a more disciplined approach.
by Brian L. Burda
March 26, 2013
What's earnings quality? Some say it's impossible to define, but they know it when they see it. Schwab Equity Ratings takes a more disciplined approach.
European Stock Outlook Upbeat Despite Challenges
by Michelle Gibley
March 5, 2013
A recession and inconclusive Italian election are negatives, but European stocks deserve a look, due to positive progress and stocks that appear to be on sale.
by Michelle Gibley
March 5, 2013
A recession and inconclusive Italian election are negatives, but European stocks deserve a look, due to positive progress and stocks that appear to be on sale.
ETF Investment Strategies: How to Pick an ETF
by Michael Iachini
February 13, 2013
Learn how to select exchange-traded funds (ETFs) that are consistent with your investment strategies.
by Michael Iachini
February 13, 2013
Learn how to select exchange-traded funds (ETFs) that are consistent with your investment strategies.
The Portfolio Pyramid: How to Diversify Your Stock Investments
by Schwab Center for Financial Research
February 8, 2013
Remember the food pyramid for building a balanced diet? The portfolio pyramid covers essential elements of a healthy, balanced portfolio.
by Schwab Center for Financial Research
February 8, 2013
Remember the food pyramid for building a balanced diet? The portfolio pyramid covers essential elements of a healthy, balanced portfolio.
3 Ways to Build an All-Index ETF Portfolio
by Michael Iachini
February 7, 2013
An index ETF-only portfolio can be a straightforward yet flexible investment solution.
by Michael Iachini
February 7, 2013
An index ETF-only portfolio can be a straightforward yet flexible investment solution.
ETF Index Structures: How Weighting Matters
by Michael Iachini
February 7, 2013
How indexes are built can have an impact on your ETFs' returns. Learn various ways stock indexes are constructed and how to choose among ETFs that track these indexes.
by Michael Iachini
February 7, 2013
How indexes are built can have an impact on your ETFs' returns. Learn various ways stock indexes are constructed and how to choose among ETFs that track these indexes.
China's Hidden Risks: Shadow Banking and US Delisting
by Michelle Gibley
January 31, 2013
A dispute over audit standards and a surge in shadow banking that is emblematic of unsustainable growth could create risks for US investors in Chinese stocks.
by Michelle Gibley
January 31, 2013
A dispute over audit standards and a surge in shadow banking that is emblematic of unsustainable growth could create risks for US investors in Chinese stocks.
Order Types: Getting to Know the Basics
by Randy Frederick
January 18, 2013
Learn about the main order types and how they are executed in the marketplace.
by Randy Frederick
January 18, 2013
Learn about the main order types and how they are executed in the marketplace.
TIPS for Inflation Protection Today
by Rob Williams
December 18, 2012
Worried about inflation? These bonds may be worth a look.
by Rob Williams
December 18, 2012
Worried about inflation? These bonds may be worth a look.
Don't Let Strategy Skew Your Portfolio
by John Wightkin
December 17, 2012
Why you should keep a sector-neutral stock allocation—and how to do it.
by John Wightkin
December 17, 2012
Why you should keep a sector-neutral stock allocation—and how to do it.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Multiple-leg options strategies will involve multiple commissions. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Please read the options disclosure document titled Characteristics and Risks of Standardized Options before considering any option transaction.