Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
Midyear Outlook: Equities & Bonds
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
Markets and Economy
Stocks Up as Oil Falls
A roller coaster week ends with major indexes up on hopes for peace progress. Next week's Fed meeting is another milestone and today brings consumer inflation expectations data.
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.
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.
Company Earnings
Q1 Tech Earnings Preview Part 2
Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.
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.
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
529 Eligible Expenses
529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.
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