Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
US
2026 U.S. Stocks Outlook
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
International
2026 International Outlook
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
Markets and Economy
Stocks Flat Ahead of Data, Fed
Stocks traded flat to lower early as the Fed meeting began and investors awaited job openings data. The Fed is expected to cut rates tomorrow, but its projections and tone are key.
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.
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
Taxes
Tax Brackets 2025
Learn how 2025 tax brackets affect your filing strategy, deductions, retirement contributions, and credits—and how to plan smarter before Tax Day.
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.
Schwab original podcasts
Onward magazine
Stocks