Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

High-yield Munis: What to Know

We believe high-yield munis carry additional risks, but are worth consideration by investors in higher tax brackets who are comfortable taking added risks.

April 23, 2024 Cooper Howard

Tech Earnings

The AI-driven cloud and chip industries come into focus in the next month as Microsoft, Meta Platforms, and others prepare to report earnings.

April 23, 2024

Independence From the U.S.

Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.

April 22, 2024

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

April 19, 2024

Sector Views & Corporate Bonds

Kathy Jones and Collin Martin analyze the attractiveness of corporate bond yields, and Liz Ann Sonders interviews Kevin Gordon about sector performance.

April 19, 2024

Market updates

Joe Mazzola

Schwab Market Update: Opening

Joe Mazzola
April 23, 2024
Nathan Peterson

Today's Options Market Update

Nathan Peterson
April 23, 2024
Chris Waterbury

Looking to the Futures

Chris Waterbury
April 23, 2024
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
April 19, 2024

Popular in trading

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.

April 17, 2024

Futures on thinkorswim® web

In this video, we'll demonstrate how to place futures trades on thinkorswim® web, including advanced features such as real-time pricing information and where to find open contracts.

February 29, 2024


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.

December 05, 2023

Form 1099-B Reporting

Learn what cost basis is, where to find it on Form 1099-B, and what option traders might expect with their Form 1099-B.

October 02, 2023

Pattern Day Trading Rule

Watch to learn about the pattern day trading rule, what constitutes a day trade, and how to comply with the rule.

September 18, 2023

Intro to thinkorswim® Desktop

Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.

August 28, 2023

Planning and retirement

How to Avoid Overconcentration

Overconcentration in a single stock—even your company's stock—is risky. Learn about overconcentration, how to avoid it, and what to consider before selling stock.

April 11, 2024

Medicare for Globetrotters

Medicare can fall short when traveling. Here's how to fill the gaps.

April 10, 2024


Weighing Insurance Options

Insurance offers not just downside protection but also financial stability. Here's a look at the costs and considerations of several types of insurance coverage.

April 10, 2024

Can I Afford a Pet?

The joy of owning a pet may be priceless, yet the cost to your budget is real. Consider these five financial moves before becoming a pet parent.

April 10, 2024

Tips for Early Retirement

Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

April 09, 2024

Buying an RV? What to Consider

Owning and maintaining a recreational vehicle could become a bit of a financial headache if you're not careful.

April 08, 2024

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options"  before considering any option transaction. Call Schwab at 18004354000 for a current copy. Supporting documentation for any claims or statistical information is available upon request.

Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Spread trading must be done in a margin account. Multiple leg options strategies will involve multiple per-contract charges. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.

Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products. Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Futures, futures options, and forex trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Charles Schwab Futures and Forex LLC (NFA Member) and Charles Schwab & Co., Inc. (Member FINRA/SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

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