Insights & Education
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The latest commentary
Congress Faces Another Shutdown
Historically, government shutdowns have not caused a major reaction in the markets. But shutdowns can increase market volatility, and an extended shutdown could have an impact on the overall economy.
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.
Hikes May Be Over, QT Goes On
Monetary tightening still continues in the form of quantitative tightening, bringing potential volatility, earnings pressures, and lackluster performance to stock markets.
Fed Pauses, but Door Still Open
The September Federal Reserve meeting provided few surprises, but ongoing uncertainty about the Fed's next move may mean more volatility ahead.
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
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.
Watch Out for the Kiddie Tax
Does your child have unearned income? Make sure you understand Kiddie Tax rules.
Roth vs. Traditional IRAs
Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here's a guide to help you decide which may be better for you.
Retirement Saving and Living
Retirement is an important and often stressful planning, saving, and investing goal. Learn from those who have been through it.
