Insights & Education
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Stocks
What Is Preferred Stock?
For those considering investing in preferred stocks, it's critical to understand the benefits, characteristics, and risks.
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.
Markets and Economy
Gambling vs. Investing
Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.
Markets and Economy
Stocks Soar, Oil Plunges
Though stocks soared early on the two-week ceasefire, things aren't back to normal and there's no guarantee oil will stay muzzled. Shipping and supply chains take time to recover.
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
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.
Cryptocurrency
Ways to Gain Exposure to Crypto
There are many ways to invest in cryptocurrency. Read more about the various ways to gain exposure to cryptocurrencies.
Trading Tools
thinkorswim® iOS
Learn how to navigate and place trades on the thinkorswim® mobile app for iPhone.
Planning and retirement
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.
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.
Behavioral Finance
What is the Sunk Cost Fallacy?
The desire to get your money's worth can lead you in some potentially harmful directions.
Investments
Optimism Versus Reality
Investors are optimistic they'll achieve their financial goals, thanks to access to more investment options. But many investors also don't feel in control of their finances.
Schwab original podcasts
Onward magazine
Fixed Income