Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Government Policy
Washington: What to Watch Now
The Department of Justice drops probe into Fed Chair Jerome Powell, Kevin Warsh's confirmation moves forward, and Department of Homeland Security funding is back in the spotlight.
Markets and Economy
Chip Stocks Swoon
A Wall Street Journal report that OpenAI missed key revenue and user targets sliced into the chip sector's massive rally, raising questions ahead of Magnificent Seven earnings.
Debt, Deficits, & the Fed’s Next Move
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
Markets and Economy
Oil Prices and the Muni Market
Higher oil prices have both positive and negative effects on the municipal bond market. Investors may want to evaluate their concentration risk.
Why Corporate Earnings Matter
As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.
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
Stocks
What Is Preferred Stock?
For those considering investing in preferred stocks, it's critical to understand the benefits, characteristics, and risks.
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.
Cryptocurrency
Ways to Gain Exposure to Crypto
There are many ways to invest in cryptocurrency. Read more about the various ways to gain exposure to cryptocurrencies.
Trading Tools
thinkorswim® iOS
Learn how to navigate and place trades on the thinkorswim® mobile app for iPhone.
Planning and retirement
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.
Retirement Income
Beyond the 4% Rule
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.
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.
IRA
Roth IRA Withdrawals
Investors tend to focus more on saving for retirement and less on what will happen when they take money out. We answer six common questions on making a Roth IRA withdrawal.
Education
529 Eligible Expenses
529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.
Education
401(k) Student Loan Match
Learn how the 401(k) student loan match works and how the new, optional program for employers can allow employees to save for retirement while also paying down student debt.
Schwab original podcasts
Onward magazine
Fixed Income