Questions about municipal market credit conditions have arisen amid the fallout from the 2024 elections. We explore these topics through a credit lens in this white paper.

Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.

Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.

Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.

Are your clients concerned about U.S. equity market concentration risk? Consider complementing their traditional market-cap index strategies with Fundamental Index® strategies. Use this client-approved chart as a conversation starter.

An explanation of Form - and the events that would lead to its filing.

If your clients are asking which political party generates the highest market returns while in the White House, consider using this client-approved chart to strike up a conversation.

If your clients have been asking about investment-grade corporate bonds, consider using this client-approved chart to support a follow-up conversation. Given recent yields, this may be their window of opportunity.

Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.