Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Markets and Economy
U.S. Stocks Mid-Year Outlook
Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.
Markets and Economy
Stocks Down as Oil, Yields Up
Strong private sector jobs growth of 122,000 didn't initially give markets a boost because attention appears focused on fresh Middle East tension that sent oil and yields higher.
Markets and Economy
Eyes on Jobs | Week Ahead
May jobs data is out Friday. Hiring has shown resilience despite global instability, said Kevin Gordon, head of macro research and strategy at SCFR, in his look at the week ahead.
Government Policy
Washington: What to Watch Now
Kevin Warsh is officially the 17th Federal Reserve chair, senators punt immigration enforcement bill debate to early June, and SEC Commissioner Hester Peirce announces retirement.
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.
Cryptocurrency
Crypto: A Dream of Spring
While it may be too early for a very bullish perspective on the crypto market, even in the depths of winter there is always a dream of spring on the horizon.
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.
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.
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.
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.
IRA
Roth IRA Withdrawals
Investors tend to focus more on saving for retirement and less on what will happen when they take money out. We answer six common questions on making a Roth IRA withdrawal.
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.
Schwab original podcasts
Onward magazine
Fixed Income
Bonds