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Insights and News

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

Insight and News

Best practices to help win women investors

Women investors are a surging market—and top advisors are tailoring their practices accordingly. Our new study with Cerulli Associates uncovers their top strategies.

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Schwab Market Talk

Advisors, you’ve got questions. We’ve got answers. Join our monthly webcast series to get your market and economic inquiries addressed by Schwab experts Liz Ann Sonders, Kathy Jones and Jeffrey Kleintop.

Charts in a Minute

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

Chart in a Minute: Worried that interest rates will rise?

If your clients are worried that interest rates will rise, consider using this client approved chart to speak with them about the potential benefits of a bond ladder for their fixed-income allocation.
Omar Aguilar

Omar Aguilar, Ph.D.

Managing Director and Chief Investment Officer and Head of Investments

The behavioral advantage

Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
Brett Wander

Brett Wander, CFA

Managing Director and Chief Investment Officer of Fixed Income Strategies

How overreaching for yield may lead to disaster

Some bond investors may have thought themselves sufficiently diversified heading into the global pandemic, only to find that they had ventured too far down the rabbit hole while chasing higher yields.

Investment insights

Read the latest research, perspectives, and analysis from our investment professionals.

Washington Watch

Weeks of negotiations on Capitol Hill culminated with the early November release of a slimmed-down "Build Back Better Act," a $1.75 trillion economic package that focuses on climate change and social programs. The proposal, coupled with a bipartisan infrastructure spending package that was approved by Congress November 6, forms the heart of President Joe Biden's domestic agenda.

Chart in a Minute

If your clients are worried that interest rates will rise, consider using this client approved chart to speak with them about the potential benefits of a bond ladder for their fixed-income allocation.
Investment Insights

Stay up-to-date on the ever-changing ETF landscape by reviewing the history of ETFs and recent trends. Learn where ETFs may be headed next as a popular investment vehicle that continues to evolve in exciting new directions.
Behavioral finance

Amid ongoing social and economic uncertainty, this year’s survey - BeFi Barometer 2021 - reflects the benefits advisors are reporting by employing behavioral finance techniques to align clients’ emotions and help them achieve their long-term goals.

News and events

See news highlights and learn about upcoming events.

Press Releases

New additions include two positive impact strategies, bringing new choices for clients who want to align their investments with their values.
Press Releases

The surge in biases may have helped advisors see the benefits of behavioral finance techniques more clearly.
Press Releases

Schwab Asset Management announced today that the Schwab International Dividend Equity ETF (SCHY) started trading on the NYSE Arca.

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

Rick Wurster

President, The Charles Schwab Corporation, Head of Schwab Asset Management Solutions
Omar Aguilar

Omar Aguilar, Ph.D.

Managing Director, Chief Investment Officer, Head of Investments
Brett Wander

Brett Wander, CFA

Managing Director, Chief Investment Officer, Fixed Income Strategies