Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Markets and Economy
2 Minutes on SMI
Looking for charts that help explain the market setup heading into the second half of 2026? Insights from Kasey McCurdy, Chief Portfolio Strategist for Schwab Wealth Advisory.
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.
Markets and Economy
Stocks Up Early on CPI Data
Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.
International
The Global Earnings Boom
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
Markets and Economy
CPI, Fed Headline Week Ahead
Facing a week packed with data, Schwab's Kevin Gordon discusses Tuesday's CPI report, Fed Chairman Warsh's first testimony to Congress, and retail sales in the latest Week Ahead.
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.
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.
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.
Cryptocurrency
Bitcoin: Where Does It Fit?
Is bitcoin an inflation hedge, currency, portfolio diversifier or something else? We look at what bitcoin can do and where it may fit in a portfolio.
Trading Tools
thinkorswim® iOS
Learn how to navigate and place trades on the thinkorswim® mobile app for iPhone.
Planning and retirement
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.
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.
Health Care
Having the Long-Term Care Talk
Starting a conversation with loved ones about long-term care can be intimidating, however, having the talk can help both parties plan ahead and make important decisions together.
Financial Planning
Manage Your Money in a Divorce
Learn what financial steps to prioritize during a divorce, including calculating net worth, freezing certain assets, reviewing beneficiaries, and more.
