Download the Schwab app from iTunes®Close

WashingtonWise Investor

use_simplecast_player

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.

Listen on Apple PodcastsListen on Google PodcastsListen on Spotify
Listen on Apple Podcasts, Google PodcastsSpotify or copy to your RSS reader.

Can Your Portfolio Make an Impact and a Profit?

An explosion of investor interest in environmental, social, and governance factors has companies and regulators scrambling to strike the right balance.

Listen on Apple Podcasts, Google PodcastsSpotify or copy to your RSS reader.

Reading the Signs of Change and Finding Opportunity

Liz Ann Sonders comes back to discuss what investors should be watching for as markets react to changes in the supply chain, the workforce, economic policies, and more.

Listen on Apple Podcasts, Google PodcastsSpotify or copy to your RSS reader.

Anxious Markets Eye Speed Bumps Ahead

The market is facing a host of issues, both short and long term, that are sparking concerns for investors. Liz Ann Sonders joins the podcast to help make sense of it all. 

Listen on Apple Podcasts, Google PodcastsSpotify or copy to your RSS reader.

Can D.C. Chaos Halt the Bull Market?

The long-running bull market is facing pressures as Congress continues to flail against complex issues that threaten the economy.

Listen on Apple Podcasts, Google PodcastsSpotify or copy to your RSS reader.

Big Issues, Tight Deadlines May Rattle the Markets

Congress is facing four major issues, all with short timelines and big hurdles. Can lawmakers find common ground to avoid a government shutdown or worse?

Listen on Apple Podcasts, Google PodcastsSpotify or copy to your RSS reader.

Confusing Economic Signals: What’s Going On?

Tried and true economic signals are mixed and have investors in a quandary. Kathy Jones joins the podcast to discuss what investors should be watching for as economic growth slows and inflation ramps up.

Listen on Apple Podcasts, Google PodcastsSpotify or copy to your RSS reader.

Debt Ceiling Disruption: Volatility Ahead?

It’s been two years since markets had to worry about the debt ceiling, which often sparks market volatility. Now it’s back, and the clock is ticking for Congress to address it. Here’s what investors need to know.

Listen on Apple Podcasts, Google PodcastsSpotify or copy to your RSS reader.

On Your Mind: Investors’ Top Mid-Year Questions

Washington’s slow progress on infrastructure, taxes, deficits, debt, and bills aimed at big tech leaves investors with many questions. Mike Townsend offers updates and discusses the potential for market volatility.

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.

All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.

Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.

Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.

Spotify and the Spotify logo are registered trademarks of Spotify AB.

(0819-9TJZ)