Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

Markets Turn Red on Walmart

After a record close on Wednesday for the S&P 500, shares of Walmart dipped 7% ahead of the open and put pressure on the rest of the market. Jobless claims remain around 219K.

February 20, 2025 Joe Mazzola

Do Tariffs Change Outlook?

Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.

February 21, 2025

Fraudsters target investors

Bad actors are sending false information to investors in a pump and dump scheme. Read this to learn how to protect yourself by becoming familiar with the tactics and warning signs.

February 20, 2025

Taxable Munis: 5 Considerations

Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.

February 20, 2025

Jigsaw Puzzle: Growth vs. Value

Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.

February 18, 2025

Market updates

Dan Sweeney

Looking to the Futures

Dan Sweeney
February 21, 2025

Today's Options Market Update

Nathan Peterson
February 20, 2025

Weekly Trader's Outlook

Nathan Peterson
February 14, 2025

Investing Basics

Investing Basics: Stocks

Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.

September 19, 2023

Investing Basics: Bonds

Watch to learn the basics of bonds and how investors might use them to preserve capital and pursue extra income.

February 16, 2023


The Power of Compounding

Compound interest can potentially help investments grow over time.

May 07, 2024

Planning for Retirement

Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.

February 27, 2023

Investing Basics: ETFs

Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.

April 18, 2023

Technical Analysis

Looking to understand how to read stock charts? Start learning the basics of using charts, identifying trends, applying price patterns, and using charting indicators.

October 19, 2023

Popular in trading

Spot Bitcoin ETF Options

Options trading on spot bitcoin ETFs opens up new trading possibilities for active traders interested in speculating on the price movements of cryptocurrencies.

January 22, 2025

Is Bitcoin a Good Investment?

Bitcoin and other cryptocurrencies have grown in popularity for years; now ETFs are available. If you're considering investing, here are some key things to know.

December 30, 2024


Reading Support and Resistance

Learn what causes support and resistance levels and how you can use these levels in your trading.

December 24, 2024

Understanding Portfolio Margin

Qualified traders have access to portfolio margin, which can offer a way to increase a trader's available budget.

December 20, 2024

Rules For Cash Trades

Understanding the timing for setting transactions is important when trading with cash so that traders aren't hit with account restrictions.

December 17, 2024

Basics of S&P 500 Futures

S&P 500 futures provide exposure to the index. But trading futures is different from trading equities. Understand how they work and how they might be used.

December 13, 2024

Planning and retirement

Save Now for Retirement

The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.

February 20, 2025

Equity Awards: Financial Plans

To maximize the value of your equity, you need to understand basic components of your award like the equity type you have, how it's taxed, and how it fits into your financial plan.

February 19, 2025


How to Raise a Young Investor

How do you foster financial independence and financial literacy among young people? Two Schwab experts share their tips.

February 19, 2025

How to Set Financial Goals

Mark Riepe is joined by guest Cindy Scott to discuss ways you can align your vision for the future with your values and plan a path to long-term financial success.

February 17, 2025

Writing a Legacy Love Letter

Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.

February 14, 2025

457(b) & 403(b) Retirement Plans

Learn about the differences between 457(b) and 403(b) and how you might be eligible for this retirement account if you work for public service or the government.

February 13, 2025

Schwab original podcasts

The information provided here is for general informational purposes only and should not be considered an individualized recommendation 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.

All expressions of opinion are subject to change without notice in reaction to shifting market 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.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Equity and index options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

Investing involves risk, including, for some products, more than your initial investment.

Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

With long options, investors may lose 100% of funds invested.

Spread trading must be done in a margin account.

Multiple leg options strategies will involve multiple transaction costs. 

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Futures, and Futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex: https://www.schwab.com/resource/forex-risk-disclosure-statement.

Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Forex accounts do not receive a preference in any bankruptcy proceeding pursuant to Part 190 of the CFTC’s regulations.

Read additional CFTC and NFA futures and forex public disclosures for Charles Schwab Futures and Forex LLC.

Futures, futures options, and forex trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify. Forex accounts are not available to residents of Ohio or Arizona.

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