Insights & Education
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2024 Market Outlook
As we approach 2024, what can investors expect from the markets in the new year?
2024 Corporate Bond Outlook
Overall, we expect corporate bonds to deliver positive returns in 2024, but we remain cautious about the potential for a downturn in the economy to have a negative impact on lower-rated bonds.
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
2024 Muni Bond Outlook
We see potential opportunity in municipal bonds in 2024, although there may be more volatility.
2024 Fixed Income Outlook
Although some volatility may continue, we believe interest rates have peaked. We expect lower Treasury yields and positive returns for investors 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.
Using Relative Strength Index
Learn how the Relative Strength Index, or RSI, works and how it can help investors analyze trends.
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.
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
Shape Up Your Financial Plan for 2024
From polishing up your portfolio, to checking on your estate plan, to making tax-efficient choices, now is the time to get your financial plan on sound footing for the new year.
Required Minimum Distributions
Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement.
Ace Your Year-End Tax Game
To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.
Are You Ready for Tax Day?
The sooner you start gathering your tax forms and getting ready to file, the less stress you're likely to feel as Tax Day approaches.
2023 Taxes: 8 Things to Know
With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2023 taxes.
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.
