Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Bonds
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.
Markets and Economy
Stocks Up, Yields Down
Stocks rose and yields fell early, with stocks holding gains after ADP reported November job losses of 32,000. Fed rate cut hopes hit 90% on this new sign of economic softness.
Government Policy
Washington: What to Watch Now
Congress returns to Washington for a three-week sprint to the end of the year.
US
Stocks: Less Comfortably Numb
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
The Confidence Map
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
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.
Popular in trading
Trading Tools
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.
Planning and retirement
Estate Planning
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.
Financial Planning
Personal Finance Calendar
A month-by-month guide to help get your finances in top shape this year.
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.
Financial Planning
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.
Mortgages
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.
Financial Planning
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?
Schwab original podcasts
Onward magazine
Stocks