Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
The End of Rate Hikes?
The signals from central banks that rate hikes, which began last year, may be coming to an end could be welcome news for investors looking ahead to the next 12 months.
Perspective: Mixed Signals
Although some recent economic data has been strong, the bigger picture is more nuanced. Some leading economic indicators have begun signaling recession, and the Treasury yield curve is inverted.
Fed's Dueling Mandates
July's hot jobs report will likely keep the Fed in a hawkish position, but key to watch moving forward is a continued softening in leading labor and inflation indicators.
Can Dollar Strength Continue?
A trifecta of factors support the dollar, including the relatively strong performance of the U.S. economy, tightening monetary policy by the Federal Reserve, and safe-haven buying. These are likely to remain intact into 2023.
The Return of Dividends
Although the 10-year U.S. Treasury yield climbed above stocks' dividend yields earlier this year, dividend payers may continue to reward should the economy continue to slow.
Trading news
Popular topics
Home-Sale Capital Gains Tax
Record-high home prices could mean outsize taxes. Here's how to manage your cost basis to keep your tax liability as low as possible.
Pros and Cons of PLUS Loans
A Parent Loan for Undergraduate Students (PLUS) is a common way for parents to help pay for college. Here's what to know before you take one out.
Roth Options for High Earners
Three ways to contribute to a coveted Roth account if your income is above the limit.
Personal finance 101
Not Eligible for a Roth IRA?
If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.
Roth 401(k) Considerations
With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.
Saving Plans: IRA vs. 401(k)
We break down which retirement accounts—IRAs or 401(k)s—may be right for you.
Investing 101
Are Leveraged ETPs Too Risky?
Leveraged and inverse ETPs can double or even triple your gains—but also your losses. Here's what to consider before you jump in.
Find Out About ETFs and Taxes
Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.
Finding Reputable ESG Bonds
Not all ESG bonds are what they purport to be. Here's how to help identify the reputable ones.
Trading 101
Ins and Outs of Short Selling
Make sure you understand the risks of short selling before taking the plunge.
Retire with confidence
Teaching Grandkids About Money
Grandparents are in a unique position to help teach their grandkids about financial literacy. Here are four ways to pass your support to the next generation.
9 Must-Dos If You're Retired
The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.
Bad-Market Tips for Retirees
Certain moves could make more sense during a bad market than during a good one. Here are four.
Schwab original podcasts
