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• Climate Shocks & the Muni Bond Market | Charles Schwab

  Cooper Howard and Kathy Jones look at how climate events, like the fires in Los Angeles, could impact the municipal bond market.

• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• 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.

• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• Preferred Securities: Balancing Yield with Risk | Charles Schwab

  Preferred securities' yields may be appealing, but they almost always come with additional risks.

• Schwab Online Services Agreement | Charles Schwab

  Read the Schwab Online Services Agreement.

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.

• Considering the Risk of Stagflation & Uncertainty | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.