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Featured programs

Schwab Market Talk

Advisors, join our monthly webcast series to get your market and economic questions answered by Charles Schwab & Co. experts Liz Ann Sonders (Chief Investment Strategist), Kathy Jones (Chief Fixed Income Strategist) and Michelle Gibley (Director of International Research).

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Chart in a Minute

Use these market charts to support your conversations with clients about asset-allocation opportunities.
 

Municipal bonds --valuations on longer-term maturities look favorable

For tax-conscious clients comfortable with taking on some additional interest rate risk, longer-term municipal bonds might be worth a closer look. Support your conversations with this client-approved chart.

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Q4 Investment outlook for advisors

With the Fed cutting rates, the job market softening, inflation sticky, and market breadth anemic, there’s a lot to track. Get our latest insights to help you position clients for success.

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Practical guidance for today’s market

Watch the latest Timely Tactics video for tips to keep clients focused on long-term opportunity, not short-term noise – even amid uncertainty.

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Help clients see beyond the markets

Investment insights

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

FIXED INCOME

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.

VIDEO

Asset allocation trends and opportunities in multi-asset portfolios

In this video, John Greves and Som Priestley delve into capital market expectations and explore strategies for approaching asset allocation within multi-asset portfolios to help advisors navigate the challenges and opportunities of 2025.

INSIGHTS & IDEAS

Clients overweight U.S. stocks? Consider international.

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.

CHART IN A MINUTE

Is it time to add diversity to clients’ U.S. stock allocations?

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.

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Investing involves risk, including loss of principal. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®.

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