Insights & Education

Keeping you at the forefront of modern investing

The latest commentary

Company Earnings

Q1 2025 Tech Earnings

As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.

April 23, 2025

Markets and Economy

Stocks Up as Fears Ease

President Trump's market-friendly comments on trade and the Fed lifted stocks and eased yields. Tech and consumer discretionary led. Tesla rose despite disappointing earnings.

April 23, 2025

Bonds

Tariffs: Potential Muni Impact

Recent volatility has pushed yields to historically high levels, potentially creating opportunities in municipal bonds, especially for higher-net-worth investors.

April 22, 2025

Market Volatility

Stocks Fall on Fed, Trade Fear

Trump's criticism of Fed Chair Powell, along with lack of trade progress, hit stocks and pushed yields higher. The dollar reached new 3-year lows and gold made all-time highs.

April 21, 2025

International

Early Impacts of the Trade War

Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.

April 21, 2025

Market updates

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Looking to the Futures

Tom Essig

April 23, 2025

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Today's Options Market Update

Nathan Peterson

April 22, 2025

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Investing Basics

Stocks

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

Bonds

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

Financial Planning

The Power of Compounding

Compound interest can potentially help investments grow over time.

May 07, 2024

Retirement

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

ETFs

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

Cryptocurrency

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

Cryptocurrency

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

Technical Analysis

Reading Support and Resistance

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

December 24, 2024

Margin

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

Trading

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

Futures

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

Security Based Loans

Securities-Based Lending

A credit line backed by securities in your nonretirement portfolio can offer a powerful, flexible source of liquidity to help meet your goals.

April 18, 2025

Mortgages

Understanding Mortgage Rates

Why aren't mortgage rates falling more quickly? Learn how different interest rates work and the various factors that impact the interest rates we pay on mortgages.

April 18, 2025

Retirement

4 Retirement Risks to Avoid

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

April 16, 2025

Estate Planning

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

April 15, 2025

Retirement Income

Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

April 15, 2025

Stocks

How To Evaluate Dividend Stocks

Dividend stocks can provide income and boost portfolio growth. But don't be blinded by the yield they offer. We'll show you other metrics you might use to evaluate income stocks.

April 15, 2025

Schwab original podcasts

Behavioral Finance

Tariffs Fuel Market Uncertainty

Markets and Economy

Onward magazine

Retirement

Financial Meetings for Couples

Health Care

Explore more topics

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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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