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WashingtonWise Investor

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WashingtonWise Investor

Our finances, portfolios, and the markets are affected daily by the policies and politics coming out of Washington. In each episode of WashingtonWise Investor, host Mike Townsend, Charles Schwab’s vice president for legislative and regulatory affairs, focuses a non-partisan eye on the stories that matter most to investors, and his guests offer actionable suggestions for what to do—and what not to do—with your portfolio.

Click each episode link below for a transcript and full show notes.

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Global Issues May Loom Large for Investors

Jeff Kleintop, Schwab’s chief global strategist, joins the podcast to discuss trade relations, global vaccine distribution, and other key issues with implications for U.S. investors.   

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Will the Markets Get What They Want From Washington?

A flurry of executive orders and a new administration mean plenty of changes in Washington. But the markets are anticipating economic stimulus, faster vaccine distribution, and more. Can D.C. deliver?   

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Key Biden Picks Who Could Move the Markets

President Biden is settling in and filling out his administration. Meet the five administration picks whose decisions are likely to have the most impact on the markets.

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Dems Take Control, but No Carte Blanche for Biden

Democrats will have full control of Washington, but with a slim majority in the House and a 50-50 tie in the Senate, compromise will be required to move their priorities through Congress.

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Georgia’s Senate Runoff Election Carries Outsized Impact

Control of the Senate—and the fate of President-elect Joe Biden’s policy agenda—will be determined by Georgia’s runoff elections on January 5. What impact could the potential outcomes have on the markets?

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Election Results & Vaccine News: The Market Reacts

America voted, and while some uncertainty remains—especially regarding control of the Senate—a new political configuration is taking shape. So what’s the market impact? 

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Election Upon Us: How Might the Market React?

In this episode of WashingtonWise Investor, Mike Townsend previews what to watch for on Election Night.

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COVID, U.S. Politics & Beyond: The Impact on Global Markets  

Domestic political drama—including the president’s bout with COVID—has far-reaching implications, potentially reverberating beyond our borders.

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What a New Fed Strategy Might Mean for You  

With unemployment still high, businesses struggling, and concerns about a COVID-19 winter wave on the rise, the Federal Reserve adjusted its approach to interest rates and inflation. What does it mean for the economy and investors?

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Can You Invest Confidently Amid Uncertainty?  

Investors are facing powerful headwinds—from the pandemic to election concerns to social unrest. So how do we calm our anxieties, stay focused, and make sound decisions for our portfolios and finances?

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More Aid Coming—But How Much and Who Gets It?

Individuals, state and local governments, and businesses are all struggling during the pandemic. But Congress can’t fix everything, so who will be the winners and losers in the next big aid package?

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Voting in the Time of COVID

With four months until Election Day, states are facing real challenges to ensure that everyone who wants to vote can, that they can do it safely, and that the process is secure. Are they up to the challenge?

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Markets and Economy Out of Sync: Does It Matter?

The stock market seems to shrug off an economy battered by unprecedented unemployment and plummeting GDPbut is that disconnect sustainable?

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U.S.-China Tensions Grow: Are Markets Concerned?

Relations between the U.S. and China have deteriorated, and both sides continue to throw fresh fuel on the fire. How much is the growing divide impacting markets, and what are its long-term implications?

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HEROES Act DOA in Senate: Compromise Coming?

The House sent their version of the next relief package over to the Senate, where it was met with total disinterest. There will need to be give and take on both sides to get an additional stimulus package through Congress.

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Can Munis Thrive If States Are Struggling?

State revenues have been hammered in the wake of the coronavirus. Does that mean investors should shy away from municipal bonds?

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Complications Loom as Senate Heads Back to Work

With the Senate heading back to Washington on Monday, a host of challenges—logistical, political, and practical—exist. How will Congress navigate them, and what will matter most to investors?

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Backstops & Stimulus: How Much Will It Take?

The Federal Reserve has created an alphabet soup of programs to support virtually every aspect of the economy. But will they be enough, and which ones matter most to individual investors?

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The Road to Recovery for Small Business

As the coronavirus continues to take a heavy toll on small businesses, we are reminded just how important they are to the economy—both local and national—and why it is important for the government to help them survive.

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Making Smart Choices in a Down Market

When the market drops precipitously, sometimes the best move is no move at all. But it’s hard to just sit still while your savings shrink—so what steps can we take during a downturn?

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Amidst a Pandemic, What’s the Prognosis for Global Economies?

The global health crisis is devastating economies around the world. As the countries that first felt the impact, like China and South Korea, begin to see improvements in the health of their populations and their economies, are there lessons for the U.S. recovery?

Important Disclosures

Information on this site is for general informational purposes only and should not be considered individualized recommendations 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.

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

All expressions of opinion are subject to change without notice in reaction to shifting market, economic and political 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.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Investing involves risk, including loss of principal.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.

Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third-parties and Schwab does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.

Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation.

International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.

Currency trading is speculative, volatile and not suitable for all investors.

Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events may be created that may affect your tax liability.

Digital currencies, such as bitcoin, are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view Bitcoin as a purely speculative instrument.

Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.

Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly.

This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.

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