Insights and News
Ensuring you have the insights, news, and research you need.

Schwab Market Talk
Advisors, join our monthly webcast series to get your market and economic questions answered by Charles Schwab & Co. experts Liz Ann Sonders (Chief Investment Strategist), Kathy Jones (Chief Fixed Income Strategist) and Jeffrey Kleintop (Chief Global Investment Strategist).
View Schwab Market Talk replays >

Chart in a Minute
A simple visual that can help illustrate technical market perspectives.
Is a value rotation on the horizon?
Can the stock market’s narrow leadership continue in the second half of 2023? Use this client-approved chart to talk about the potential value rotation on the horizon.

5 tips to help boost your success with women investors
Unconscious assumptions can cause conversational missteps. A few quick tips can help you connect with women clients and support their satisfaction.

Investment insights
Read the latest research, perspectives, and analysis from our investment professionals.
Are your clients trying to convince themselves of a specific economic outcome? Confirmation bias may be to blame. Learn about potential ways to help and investment solutions from our behavioral finance expert, Omar Aguilar, PhD.
The latest from the Schwab Center for Financial Research
News and events
See news highlights and learn about upcoming events.
Leadership insights
Keep updated on valuable insights from our leadership team—from the latest on the global markets and asset management industry, to behavioral finance and investor biases.

Rick Wurster

Omar Aguilar, Ph.D.
