Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
US
The Way You Make Me Feel
Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
Government Policy
Washington: What to Watch Now
Kevin Warsh considers fewer Fed meetings, the Fed holds rates steady, the Senate moves to avert a shutdown, a new BLS chief is confirmed, and midterms near.
Company Earnings
Q2 Tech Earnings Preview Part 2
Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.
Markets and Economy
Jobs v Inflation | Week Ahead
With the July jobs report Friday, any sign of labor market tightness might weigh on stocks, given the potential for Fed tightening, said Schwab's Kevin Gordon in the Week Ahead.
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.
Financial Planning
The Power of Compounding
Compound interest can potentially help investments grow over time.
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
Company Earnings
Q2 Tech Earnings Preview Part 2
Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.
Cryptocurrency
Attack Costs & Bitcoin Value
Bitcoin's valuation may be supported by the high estimated cost, complexity, and uncertainty of a 51% attack relative to potential attacker rewards.
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
What Is a Meme Coin?
Meme coins are cryptocurrencies born from internet jokes and viral trends. Learn how they work, why they're so volatile, and what to watch for.
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
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.
Planning and retirement
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.
Empowering the Next Generation
Liz Ann interviews Jim Clark, CEO of Boys & Girls Clubs of America, about how understanding money basics is essential for building confidence, workforce readiness, and long-term economic mobility for young people.
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.
Performance Stock
Performance Stock: PSUs & PSAs
Learn about performance stock units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes.
Retirement
Common Types of Retirement Plans and Other Ways to Save
Learn about common types of retirement plans and key features, eligibility requirements, and contribution limits for retirement plans like 401(k)s, IRAs, and more.
Schwab original podcasts
Onward magazine
Fixed Income
Financial Planning