Investment Insights

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Bitcoin Mining Economics and the Pivot to AI

The primary way we value bitcoin is with mining metrics. It's important to understand the pivot to high-performance computing for AI models and what that means for bitcoin miners.

Investment Insights

Clients looking for inflation protection?

War in Iran clouds the inflation outlook. Help clients navigate today's challenging times by talking with them about the potential benefits of Treasury Inflation-Protected Securities (TIPS).

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Adding Cryptocurrency to a Portfolio? 2 Approaches

Interested in adding cryptocurrencies to your portfolio? Here are two approaches to consider.

Investment Insights

Explore the risk and opportunities of including crypto in a portfolio

Interest in cryptocurrencies have surged over the past decade, prompting many investors to reconsider how these assets might fit within a traditional portfolio. This paper breaks down practical portfolio-construction techniques to help investors evaluate whether, how much, and what type of crypto exposure may be appropriate alongside a portfolio of more traditional investments.

Investment Insights

Understanding bank exposures in municipal money market funds

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

Investment Insights

How we analyze credit risk

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

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A Framework for Valuing Cryptocurrencies

As cryptocurrency price drivers become more fundamental, it's important to consider ways to value this new asset class.

Exploring Ways to Gain Exposure to Cryptocurrency

There are many ways to invest in cryptocurrency. Read more about the various ways to gain exposure to cryptocurrencies.

Does Bitcoin Have a Role in My Portfolio?

Is bitcoin an inflation hedge, currency, portfolio diversifier or something else? We look at what bitcoin can do and where it may fit in a portfolio.