Insights & Education

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The latest commentary

Market Leadership Shifts

While it's too early to declare small caps' recent outperformance as a meaningful trend shift, we continue to think high-quality companies and industries will likely perform well.

July 22, 2024 Liz Ann Sonders • Kevin Gordon

Why to Consider MBS Now

Relatively high yields mean investors who have been focusing on short-term securities wouldn't need to sacrifice much yield if they chose MBS to help limit their reinvestment risk.

July 18, 2024

Q2 Tech Earnings Ahead

As Microsoft, Meta Platforms, chipmakers, and others prepare to report earnings, the AI-driven cloud and chip industries may continue to dominate the technology storyline.

July 18, 2024

What Could Surprise in Q3

Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.

July 15, 2024

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

July 15, 2024

Market updates

Joe Mazzola

Schwab Market Update: Opening

Joe Mazzola
July 23, 2024

Today's Options Market Update

Nathan Peterson
July 23, 2024
Chris Waterbury

Looking to the Futures

Chris Waterbury
July 23, 2024

Weekly Trader's Outlook

Nathan Peterson
July 19, 2024

Popular in trading

What to Watch as You Trade

To participate more actively in the market, it's important to know what kind of trader you want to be and which metrics to follow. Schwab's veteran traders share some ideas.

May 15, 2024

Swing Trading Stock Strategies

Learn some of the basic entry and exit signals and money management techniques used in swing trading.

May 14, 2024

Ins and Outs of Short Selling

Make sure you understand the risks of short selling before taking the plunge.

March 11, 2024

Futures Trader on thinkorswim®

Learn how to trade futures using the Futures Trader tab on thinkorswim® desktop.

February 29, 2024

Understanding Option Greeks

Learn how option Greeks can help you evaluate the risks and rewards of options contracts.

November 02, 2021

Planning and retirement

What Can the Olympics Teach Us?

Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

July 22, 2024

Financial Steps After Spouse Loss

Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.

July 19, 2024

Investing With a Robo-Advisor

Learn more about building a diversified investment portfolio—and how a robo-advisor can help.

July 16, 2024

Stock options: NQSOs & ISOs

Information about stock options, including RSUs and RSAs, what they are, how they're taxed, and how to sell your shares.

July 16, 2024

Info about ESPPs

Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

July 16, 2024

Info on restricted stocks

Information about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

July 16, 2024

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options"  before considering any option transaction. Call Schwab at 18004354000 for a current copy. Supporting documentation for any claims or statistical information is available upon request.

Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Spread trading must be done in a margin account. Multiple leg options strategies will involve multiple per-contract charges. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.

Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products. Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Futures, futures options, and forex trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Charles Schwab Futures and Forex LLC (NFA Member) and Charles Schwab & Co., Inc. (Member FINRA/SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.