Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Government Policy
Washington: What to Watch Now
Trump Accounts launch with new guidance, the Supreme Court reinforces Fed independence, and an affordable housing bill moves toward becoming law.
Markets and Economy
Chips are Down Despite Samsung
Although Samsung's results looked impressive on paper, investors sent chips down on worries the momentum can't last. Still, nontech stocks held their own in early trading.
Markets and Economy
2 Minutes on Global Insights
What’s ahead for global equities in the second half of 2026? SCFR's Chris Ferrarone shares his insights.
Markets and Economy
Inflation Outlook | Week Ahead
Kevin Gordon looks at this week's release of the New York Fed's report about consumer sentiment on inflation, the stock market, and other data points in his take on the Week Ahead.
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
Understanding Bitcoin Cycles
A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.
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.
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
Retirement
What Is the FIRE Movement?
Even if early retirement isn't your goal, FIRE principles may help savers build more financial independence over time.
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.
Health Care
Having the Long-Term Care Talk
Starting a conversation with loved ones about long-term care can be intimidating, however, having the talk can help both parties plan ahead and make important decisions together.
Financial Planning
Manage Your Money in a Divorce
Learn what financial steps to prioritize during a divorce, including calculating net worth, freezing certain assets, reviewing beneficiaries, and more.
Taxes
Tax Brackets 2025
Learn how 2025 tax brackets affect your filing strategy, deductions, retirement contributions, and credits—and how to plan smarter before Tax Day.