Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Investment Wisdom
Jenny Harrington and Rebecca Patterson join Liz Ann to share practical investing wisdom and the story behind their new book on financial literacy.
Markets and Economy
2 Minutes on SMI
Kasey McCurdy, Schwab Wealth Advisory Chief Portfolio Strategist, highlights key charts and portfolio views from the Schwab Market Insights.
Markets and Economy
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
US
Spinning Wheel: What Goes Up…
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
Government Policy
Democrats' Win: 6 Takeaways
Democrats swept Congress. Gridlock, a December shutdown risk, and a 2027 debt ceiling fight loom, but stocks historically rise post-midterms.
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.
Bonds
Investing Basics: Bonds
Watch to learn the basics of bonds and how investors might use them to preserve capital and pursue extra income.
Financial Planning
The Power of Compounding
Compound interest can potentially help investments grow over time.
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.
ETFs
Investing Basics: ETFs
Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.
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
Technical Analysis
Technical Analysis Weekly
Weekly technical analysis from Charles Schwab. Track indicators, chart patterns, support and resistance, and market trends to inform your trading decisions.
Futures
Hedging a Portfolio
Hedging with futures may help reduce risk in a portfolio. Lower volatility can translate into lower risk.
Cryptocurrency
The Economics of Crypto Tokens
Jevons Paradox helps explain how lower blockchain costs may boost adoption—and why token value depends on usage growth outpacing supply.
Cryptocurrency
Crypto Key Debates: Chainlink and Avalanche
We analyze the key questions and considerations surrounding Chainlink and Avalanche and their native tokens.
Cryptocurrency
51% Attacks and Crypto Value
Analyzing the costs and constraints of a 51% attack might help frame how network security, miner incentives, and decentralization could influence crypto valuation.
Cryptocurrency
Attack Costs & Bitcoin Value
Bitcoin's valuation may be supported by the high estimated cost, complexity, and uncertainty of a 51% attack relative to potential attacker rewards.
Planning and retirement
Financial Planning
Personal Finance Calendar
A month-by-month guide to help get your finances in top shape this year.
Retirement Income
Creating a Retirement Paycheck
From understanding your income sources to prioritizing your withdrawals, creating steady retirement income is a complex undertaking. Consider these five rules to help guide you.
Financial Planning
Borrowing Against Your Assets
Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.
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.
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
Retirement Income
Markets and Economy
Alternative Investments
Fixed Income