Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
The Fed Holds, but the Pressure Builds
Liz Ann Sonders and Collin Martin unpack the Fed's rate hold and explore how higher borrowing costs are creating pockets of market stress.
US
Equity Factors Explained
Equity factor analysis can help explain market leadership, reveal portfolio concentrations, and compare strategies, but note that factor definitions and performance vary.
Markets and Economy
Fed Leaves Rates Unchanged
The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
Government Policy
Washington: What to Watch Now
A look at the latest developments in Washington, including what to watch in the midterms, Social Security's cost-of-living adjustment, and companies saying no to tokenized shares.
Technical Analysis
Technical Analysis Weekly
Weekly technical analysis from Charles Schwab. Track indicators, chart patterns, support and resistance, and market trends to inform your trading decisions.
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
Futures
Hedging a Portfolio
Hedging with futures may help reduce risk in a portfolio. Lower volatility can translate into lower risk.
Cryptocurrency
The Economics of Crypto Tokens
Jevons Paradox helps explain how lower blockchain costs may boost adoption—and why token value depends on usage growth outpacing supply.
Technical Analysis
Technical Analysis Weekly
Weekly technical analysis from Charles Schwab. Track indicators, chart patterns, support and resistance, and market trends to inform your trading decisions.
Cryptocurrency
Crypto Key Debates: Chainlink and Avalanche
We analyze the key questions and considerations surrounding Chainlink and Avalanche and their native tokens.
Cryptocurrency
51% Attacks and Crypto Value
Analyzing the costs and constraints of a 51% attack might help frame how network security, miner incentives, and decentralization could influence crypto valuation.
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.
Planning and retirement
Retirement Income
Creating a Retirement Paycheck
From understanding your income sources to prioritizing your withdrawals, creating steady retirement income is a complex undertaking. Consider these five rules to help guide you.
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.
Schwab original podcasts
Onward magazine
Retirement Income
Markets and Economy
Alternative Investments
Fixed Income