Investment Insights

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Investment Insights

Addressing client concentration risks in mega-cap U.S. stocks

Mega-cap stock exposure in the S&P 500® index has reached 35-year highs. Use this client-approved chart to start the conversation about diversification opportunities.

Fixed Income

Positioning clients for inflation? Think multi-asset approach.

Contrary to misperceptions, single-stop inflation protection solutions don’t always work. Get our research paper to help you position clients for success.

Investment Insights

Investment-grade corporate bonds—is now the right time for clients?

If your clients need more high-quality fixed income, consider talking with them about investment-grade corporate bonds. Get the client-approved chart.

Investment Insights

What are the major influences on Municipal Money Market Yields?

Learn about the major influences on Municipal Money Market Fund yields.

Chart in a Minute, Investment Insights

Volatility can create bond opportunities for clients

For clients with longer-term fixed income needs, the current backdrop can create opportunities to potentially capture attractive yields. Get the client-approved chart.

Fixed Income, Investment Insights

Navigating today's markets: 4 advisor questions about active fixed income

In this three-minute video, Matt Kuss, Director and Client Portfolio Strategist with Schwab Asset Management®, answers four key questions that advisors have been asking about active fixed income strategies in the current environment and how to implement these strategies within their clients’ portfolios.

Chart in a Minute, Investment Insights

The potential benefits of dividend-paying stocks

Dividend-paying stocks can potentially support client portfolios amid market volatility and inflation. Get the client-approved chart.

Fixed Income, Chart in a Minute, Investment Insights

Tax-equivalent yields on municipal bonds look attractive

We think tax-equivalent municipal bond yields look attractive, particularly for investors in top tax brackets. Use this chart to talk with your clients about the opportunity.

Chart in a Minute, Investment Insights

Making international stocks great again

International stocks are off to their best start to a year in a quarter century, supported by pro-growth policy shifts. Get this client-friendly chart to learn more.