Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Markets and Economy
Stocks Down on Crude
Crude jumped as war raged in the Middle East, putting fresh pressure on stocks. Broadcom results impressed and today's jobs data was encouraging ahead of Friday's nonfarm payrolls.
US
Fire Below Indexes
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
International
War in Iran: FAQs
What do the attacks on Iran mean for the global economy and markets? We answer some of the questions investors are asking most often.
Government Policy
Washington: What to Watch Now
Congress will seek more details from the Trump administration on its plans following military action in Iran.
The Fed's Balancing Act
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming 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
What Can Drive Ether's Price?
Ether is the second-largest cryptocurrency behind bitcoin, and its purpose and drivers are different than bitcoin's. Learn more about the factors that can affect ether performance.
Cryptocurrency
Welcome to the Multiverse
Cryptocurrencies offer the opportunity to build additional economic layers on top of the global economy.
Lessons From Market Wizards
Kathy Jones interviews Jack Schwager, famed author of the "Market Wizards" series, about how top traders think.
Cryptocurrency
What Can Drive Bitcoin's Price?
Macroeconomic factors as well as crypto-specific themes can affect cryptocurrency performance. Here are some of the drivers that can affect prices.
Cryptocurrency
Crypto: Understanding Value
Understanding fundamental drivers can help investors evaluate different cryptocurrency protocols.
Trading Tools
Second Monitor on thinkorswim
Flipping among charts, analyses and your watchlists can get tiresome—and it can slow you down. Adding a second monitor could make your trading a little easier.
Planning and retirement
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.
Markets and Economy
Volatility in Retirement
Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.
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.
Tax Planning
Tax Deductions & Tips
Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.