Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Government Policy
Washington: What to Watch Now
Kevin Warsh backs the Fed's 2% inflation goal, the SEC proposes e-delivery, Congress considers a stock-trading ban and bill to avert a shutdown, and a BLS nominee advances.
Markets and Economy
New Leading Indicators Data
Schwab's Kevin Gordon discusses the Leading Economic Index® and its role in signaling the current phase of the economic cycle in his latest look at the Week Ahead.
Markets and Economy
Schwab Market Perspective
Our point of view on recent market and economic activity.
A Sigh of Relief on Inflation
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
Fixed Income
Why the Dollar May Hold Up
A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.
Investing Basics
Stocks
Investing Basics: Stocks
Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.
Bonds
Investing Basics: Bonds
Watch to learn the basics of bonds and how investors might use them to preserve capital and pursue extra income.
Retirement
Planning for Retirement
Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.
ETFs
Investing Basics: ETFs
Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.
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
Understanding Bitcoin Cycles
A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.
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.
Financial Planning
Using Assets as Collateral
You may be able to use your investments or home to secure lending. Here's what to know before using your assets as collateral.
Financial Planning
Borrowing Against Your Assets
Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.
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
Behavioral Finance
What Is the Sunk Cost Fallacy?
The desire to get your money's worth can lead you in some potentially harmful directions.
Social Security
Social Security Benefit Cuts?
Fear around the future of Social Security payments is understandable, but it should not solely drive decisions on when to claim benefits.
Retirement
What Is the FIRE Movement?
Even if early retirement isn't your goal, FIRE principles may help savers build more financial independence over time.
Financial Planning
Using Assets as Collateral
You may be able to use your investments or home to secure lending. Here's what to know before using your assets as collateral.
Financial Planning
Borrowing Against Your Assets
Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.
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.
Schwab original podcasts
Onward magazine
Fixed Income
Financial Planning
Financial Planning