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• Schwab Intelligent Portfolios Quarterly Market Commentary | Charles Schwab

  How is the stock market performing? Check out our quarterly market commentary, including a review of how Schwab Intelligent Portfolios performed.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• 2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab

  Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.

• Put vs. Call Option: The Basic Differences | Charles Schwab

  Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.

• Trade and Treasuries: Auctions, Tariffs in Focus | Charles Schwab

  A 3-year Treasury auction today and a 10-year note auction tomorrow, along with Wednesday's Fed minutes, could drive stocks after Monday's drop. Tariffs remain front and center.

• CD and Treasury Rollover Landing Page

  Introducing automatic rollovers from Schwab. Now you can reinvest the principle on your maturing CDs and U.S. Treasury securities automatically.

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• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• Option Traders: How Portfolio Margin Works | Charles Schwab

  Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.

• Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab

  Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.