Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Stocks
Massive IPOs Get Fast-Tracked
As Wall Street eagerly awaits historically large IPOs, index providers weigh the implications and logistics of adding new members on an accelerated timeline.
Government Policy
Washington: What to Watch Now
The Senate passed $70 billion immigration enforcement funding bill, Capitol Hill struggles to find consensus on how to regulate AI, and the Trump Accounts app is live.
International
Global Equity Outlook
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
Markets and Economy
Eyes on Inflation | Week Ahead
CPI and PPI inflation data are out this week. Energy is frequently scrutinized, but is AI expenditure broadening the base? SCFR's Kevin Gordon looks at the week ahead.
IPOs and the Fed Backdrop
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Investing Basics
Technical Analysis
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.
What's new in trading
Cryptocurrency
Mining Economics and AI
The primary way we value bitcoin is with mining metrics. It's important to understand the pivot to high-performance computing for AI models and what that means for bitcoin miners.
Stocks
What Is Preferred Stock?
For those considering investing in preferred stocks, it's critical to understand the benefits, characteristics, and risks.
Cryptocurrency
Adding Crypto? 2 Approaches
Interested in adding cryptocurrencies to your portfolio? Here are two approaches to consider.
Cryptocurrency
Ways to Value Cryptocurrencies
As cryptocurrency price drivers become more fundamental, it's important to consider ways to value this new asset class.
Cryptocurrency
Bitcoin: Where Does It Fit?
Is bitcoin an inflation hedge, currency, portfolio diversifier or something else? We look at what bitcoin can do and where it may fit in a portfolio.
Trading Tools
thinkorswim® iOS
Learn how to navigate and place trades on the thinkorswim® mobile app for iPhone.
Planning and retirement
Asset Allocation
Allocating Portfolio Assets
As you progress through your retirement investing journey, consider modifying your asset allocation by age as your time horizon, investment goals, and risk tolerance change.
Estate Planning
International Estate Planning
International estate planning doesn't have a one-size-fits-all strategy—learn about challenges non-U.S. citizens can face and what to consider when creating an estate plan.
Empowering the Next Generation
Liz Ann interviews Jim Clark, CEO of Boys & Girls Clubs of America, about how understanding money basics is essential for building confidence, workforce readiness, and long-term economic mobility for young people.
Education
What Is a 529 Account?
The 529 savings plan provides several tax advantages when used for education expenses.
Tax Planning
Understanding Tax Cost Ratio
Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.
Schwab original podcasts
Onward magazine
Fixed Income
Bonds