Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

Stocks Flat Awaiting Jobs Data

Major indexes flattened after two days of tech-led rallies ahead of a key 10-year Treasury note auction and job openings data due today. Nvidia rose again after its CEO's speech.

January 07, 2025 Joe Mazzola

It Was a Very Good Year

Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.

January 06, 2025

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

January 06, 2025

Capital Market Expectations

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

January 03, 2025

2025 Outlook: Fixed Income

As we approach 2025, what can investors expect from muni bonds, investment-grade corporate bonds, and the fixed income markets in the new year?

December 20, 2024

Market updates

Today's Options Market Update

Nathan Peterson
January 07, 2025
Michael Zarembski

Looking to the Futures

Michael Zarembski
January 06, 2025

Weekly Trader's Outlook

Nathan Peterson
January 03, 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

Trading Near the Bells

What to know about the market's two most volatile trading hours.

November 26, 2024 Kevin Horner

Inside the Mind of a Trader

Schwab's video series Inside the Mind of a Trader examines the brain activity and thought processes of top traders to uncover what it means to trade brilliantly.

September 09, 2024

What Is Day Trading?

If you're a frequent trader, you could face permanent restrictions if you fall afoul of the pattern day trader rule.

June 25, 2024

Swing Trading Stock Strategies

Learn some of the basic entry and exit signals and money management techniques used in swing trading.

May 14, 2024

Ins and Outs of Short Selling

Make sure you understand the risks of short selling before taking the plunge.

March 11, 2024

Planning and retirement

IRA Contribution Rules

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

January 07, 2025

Tax Deductions & Tips

Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.

December 23, 2024


Roth 401(k) Considerations

With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to your retirement-savings toolbox.

December 20, 2024

Is an IRA Right for You?

IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future. 

December 19, 2024

Personal Finance Calendar

A month-by-month guide to help get your finances in top shape this year.

December 17, 2024

What Is an IRA?

Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ.

December 17, 2024

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.

Charles Schwab Futures and Forex LLC., is a CFTC-registered Futures Commission Merchant and NFA Forex Dealer Member.

Charles Schwab Futures and Forex LLC (NFA Member) and Charles Schwab & Co., Inc. (Member SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

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