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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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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.

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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.

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Putting Inflation in Perspective

Liz Ann Sonders, Schwab’s chief investment strategist, joins Mike to explore what’s driving the current burst of inflation and to share her insights on the future inflation picture and what it means for investors.

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Global Investing During Economic Expansion

U.S. foreign policy initiatives will take center stage at the upcoming G7 summit, but Congress will be busy at home working through a long list of policy decisions, including the president’s 2022 budget proposal.

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What Does a Busy SEC Agenda Mean for Investors?

The SEC’s agenda is packed with issues that directly impact individual investors. What steps are underway to address them while keeping the markets moving?

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New Tax Proposals: Can They Get Through Congress? 

The president has proposed a series of tax increases, but can they make it through Congress? What should investors be watching for?

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7 Questions at the Top of Investors’ Minds 

Infrastructure is getting plenty of press lately, but investors want answers on a wide range of topics, from China to inflation to the ever-growing debt and deficit.

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Key Market Drivers to Watch in Q2

After a frantic Q1 that saw record trading volume, what are the key issues for investors to watch as Q2 begins?  

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Inflation Fears: Real or Overhyped?

Kathy Jones, Schwab’s chief fixed income strategist, joins the podcast to consider how an improving economy may be the real driver behind rising rates and how the Fed plans to keep the momentum going.   

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Trend Spotting: What Investors Need to Watch

Political consultant and futurist Bruce Mehlman joins the podcast to discuss the trends investors should be watching for as the markets and the country adjust to a post-pandemic world.  

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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?

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.

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