Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Where Is the Dollar Headed?
Expectations of "higher for longer" U.S. interest rates has helped drive the dollar's recent rally.


An Update on Consumer Sentiment
Consumer and business confidence metrics are not yet out of the woods, and the recent spike in rates, oil, and the dollar might chip away at relatively resilient sentiment.

Congress Avoids Shutdown
A surprising last-minute deal on Capitol Hill averted a government shutdown—for now. But lawmakers face a new mid-November deadline that will be just as tricky to navigate.

When Corporate Defaults Rise
Corporate defaults and bankruptcies are on the rise, but we don't believe it should be a concern for investors who hold highly rated corporate bond investments, like those with investment-grade ratings.

CD or Treasury? How to Choose
Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.
Market updates
Popular in trading
Options Exercise and Assignment
Learn about options exercise and options assignment before taking a position, not afterward. This guide can help you navigate the dynamics of options expiration.


Meet the Options Greeks
Meet some of the most important greeks—delta, gamma, theta, vega, and rho—and see how they can be used in your options trading.

P/E Ratio Basics
Perhaps one of the most commonly used fundamental ratios is the price-to-earnings, or P/E, ratio. Discover how it can help you compare the valuation of two or more companies.

Using Relative Strength Index
Learn how the Relative Strength Index, or RSI, works and how it can help investors analyze trends.

Stock Trading: Moving Averages
Learn how to use a simple moving average to confirm established trends, along with the pros and cons of applying it to different time frames.

Options Expiration Checklist
Managing options positions on expiration day requires an understanding of the process. Here's an overview of things you should know about options expiration.
Planning and retirement
How to Plan for Life's Goals
Retirement is important. But it's probably not your only goal. Here's how a financial plan can help you balance retirement savings with life's other important milestones.



A Credit Card Debt Exit Plan
Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here's an exit strategy.

Financial Resolutions
Here are five steps we encourage all investors to consider taking to help boost their financial fitness at any time of the year.


Roth IRA Withdrawals
When retirement is years away, most investors tend to focus more on saving and less on what will happen when it's time to take their money out.