Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
2024 Global Outlook
Our outlook for 2024 is for a gradual U-shaped recovery composed of seemingly chaotic movements in economic data with turning points in policy rates and earnings growth.
The Likelihood of De-Dollarization
Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.
Interpreting Inflation Data
Inflation is a touchy subject, and given there are many ways to analyze it, investors should take note of the nuances that exist within the data.
2024 U.S. Outlook
Economic pain is likely in 2024, but that doesn’t mean stocks will struggle all year, especially if there is a continuation of the rolling recessions that have hit the economy.
Is China Investable?
Reasons prompting concern around investing in China may be improving, but volatility is likely to remain characteristic of Chinese stocks in 2024.
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
Traditional IRA Withdrawals
Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.
Retirement for Freelancers
What options do freelancers have to get the most benefit out of their retirement savings?
50 Years of Innovation
Since its founding in 1973, Charles Schwab has helped pioneer market access, lower fees, financial literacy, and more. Here's an up-to-the-minute guide to our initiatives and offerings.
Annuities in Your Estate Plan
If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.
The Future of Social Security and Medicare?
Medicare and Social Security are projected to run out of money in less than a decade. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.
Reducing Estate-Attorney Fees
Working with an estate attorney can be costly. These three tips can help keep legal expenses to a minimum.
