Insights & Ideas Podcast
Insights & Ideas pushes past hype, headlines and jargon to give you a practical take on market news and trends. Each episode features a lively conversation with Schwab financial experts who unpack complex ideas and spotlight what’s relevant for you, the investor, right now.
- Millennials and Money—Conversations Worth Having
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
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
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
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
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
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
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?
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
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
Schwab’s chief investment strategist Liz Ann Sonders discusses some of the human elements that drive market movements.
- The Metrics That Matter
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?
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
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?
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?
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?
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?
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?
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
Jeff Kleintop, Schwab's international expert, says there are plenty of reasons that investing in Europe makes perfect sense.
- Why Bother Investing Abroad?
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 It Good or Bad If The Fed Raises Interest Rates?
There is talk that the Fed may hike interest rates this year. Find out what the implications may be for your portfolio.
- Is the U.S. in Hock to China—And Should We Worry?
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.
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The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.