Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

December 05, 2025 Schwab Center for Financial Research

Markets Expect a Cut

Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

December 05, 2025

Stocks Down Approaching PCE

Stock futures dip as focus turns to consumer sentiment and shutdown-delayed PCE data ahead of next week's Fed rate decision.

December 05, 2025

2026 Fixed Income Outlook

Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.

December 03, 2025

Washington: What to Watch Now

Congress returns to Washington for a three-week sprint to the end of the year.

December 02, 2025

Market updates

Joe Mazzola

Today's Options Market Update

Joe Mazzola
December 05, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
December 05, 2025
Jacob Baker

Looking to the Futures

Jacob Baker
December 05, 2025

Investing Basics


Investing Basics: ETFs

August 02, 2024

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.

October 19, 2023

Popular in trading

Intro to thinkorswim® Desktop

Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.

August 28, 2023

Planning and retirement

Estate Planning Lessons

A strong estate plan requires clear documents and honest conversations. I learned this first-hand after losing my father, along with several other key lessons worth sharing.

November 28, 2025

Personal Finance Calendar

A month-by-month guide to help get your finances in top shape this year.

November 26, 2025


Understanding Tax Cost Ratio

Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.

November 18, 2025

Why an Emergency Fund Is Essential

An emergency fund is the first line of defense against financial surprises. Learn how to start an emergency fund, where to keep it, and more.

November 11, 2025

Understanding Mortgage Rates

Why aren't mortgage rates falling more quickly? Learn how different interest rates work and the various factors that can impact the interest rates we pay on mortgages.

September 29, 2025

2025 Midyear Outlook

2025 has been a bouncy year so far with market ups and downs and uncertainty regarding possible tax changes and economic impacts of tariffs. Are you ready for what may come next?

June 10, 2025