Insights & Education

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The latest commentary

Stocks Down on Rising Yields

Wall Street is on a four-week win streak but started Monday under pressure from rising yields, a rally in crude oil, and a strong dollar amid geopolitical and inflation concerns.

October 07, 2024 Joe Mazzola

Lessons from Past Fed Cycles

Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.

October 04, 2024

U.S. Dollar in a Rate-Cut Era

How will the U.S. dollar respond to Federal Reserve rate cuts? The factors that have supported a strong dollar for years remain largely intact.

October 03, 2024

Why to Consider Muni Bonds Now

We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.

October 01, 2024

Election Facts

Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.

September 30, 2024

Market updates

Michael Zarembski

Looking to the Futures

Michael Zarembski
October 07, 2024

Weekly Trader's Outlook

Nathan Peterson
October 04, 2024
Joe Mazzola

Today's Options Market Update

Joe Mazzola
October 04, 2024

Investing Basics

Investing Basics: Stocks

Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.

September 19, 2023

Investing Basics: Bonds

Watch to learn the basics of bonds and how investors might use them to preserve capital and pursue extra income.

February 16, 2023


The Power of Compounding

Compound interest can potentially help investments grow over time.

May 07, 2024

Planning for Retirement

Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.

February 27, 2023

Investing Basics: ETFs

Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.

April 18, 2023

Technical Analysis

Looking to understand how to read stock charts? Start learning the basics of using charts, identifying trends, applying price patterns, and using charting indicators.

October 19, 2023

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.

September 24, 2024

Inside the Mind of a Trader

Schwab's video series Inside the Mind of a Trader examines the brain activity and thought processes of top traders to uncover what it means to trade brilliantly.

September 09, 2024

Managing Risk With Kathy Lien

Child prodigy Kathy Lien has spent 20+ years trading, and now Dr. Indre Viskontas examines her trading approach in this episode of Inside the Mind of a Trader.

September 09, 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

Futures Trader on thinkorswim®

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

February 29, 2024

Planning and retirement

How to Plan for a New Pet

Mark Riepe and Susan Hirshman discuss how to prepare for the responsibilities, costs, and emotional attachment that come with bringing home a pet.

September 30, 2024

Key Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

September 27, 2024


Coverdell Savings Accounts

Coverdell Education Savings Accounts (ESA) can provide more flexible investing options compared to 529 college savings plans.

September 26, 2024

Navigating a Windfall

Three tips for incorporating a large influx of assets into your financial plan.

September 13, 2024

Saving for Financial Goals

Knowing how to prioritize your financial goals when you have competing priorities can be tricky. Consider these steps as you map out a plan.

September 12, 2024

How Does a 401(k) Work?

Learn how 401(k) retirement plans work and get answers to questions on contribution limits, distributions, and more.

September 12, 2024

Schwab original podcasts

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.

Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Equity and index 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. Supporting documentation for any claims or statistical information is available upon request.

Investing involves risk, including, for some products, more than your initial investment.

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 transaction costs. 

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

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.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex: https://www.schwab.com/resource/forex-risk-disclosure-statement.

Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Forex accounts do not receive a preference in any bankruptcy proceeding pursuant to Part 190 of the CFTC’s regulations.

Read additional CFTC and NFA futures and forex public disclosures for Charles Schwab Futures and Forex LLC.

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. Forex accounts are not available to residents of Ohio or Arizona.

Charles Schwab Futures and Forex LLC., is a CFTC-registered Futures Commission Merchant and NFA Forex Dealer Member.

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

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