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.
Insights and News
Ensuring you have the insights, news, and research you need.
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.
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.
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, Ph.D.
Managing Director and Chief Investment Officer and Head of Investments
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.
The latest from the Schwab Center for Financial Research
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Market CommentaryMarket Volatility: Schwab’s Quick Take
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International2022 Global Outlook: Slowing But Not Slow
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Market CommentaryCryptocurrencies: How You Could Invest in Them
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Market CommentaryCryptocurrencies: Should You Invest in Them?
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Market CommentaryCryptocurrencies: What Are They?
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Market Commentary2022 Fixed Income Outlook: Rough Waters
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Market CommentaryMysterious Ways: Bullish Sentiment Grows, With Positive Offsets
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Market CommentarySchwab Market Perspective: Is the Price Right?
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InternationalWill Shortages Lead to Gluts?
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Market CommentaryBegin the Begin: Fed Announces Start of Tapering
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Market CommentaryYou’ve Got to Earn It: Earnings Growth Strong, But Descending
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InternationalWill Services Offset Weakness in Manufacturing?
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
President, The Charles Schwab Corporation, Head of Schwab Asset Management Solutions
Omar Aguilar, Ph.D.
Managing Director, Chief Investment Officer, Head of Investments
Brett Wander, CFA
Managing Director, Chief Investment Officer, Fixed Income Strategies