Investment Insights

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

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.

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Investment Insights

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

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.
Investment Insights

This paper provides insights to help plan sponsors better understand collective investment trusts, mutual funds, and customized target date funds, and when they may or may not make sense for a plan and its participants.
Investment Insights

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

In this client-approved paper, we discuss why we believe a prudent investment strategy should include a combination of both market-cap and fundamentally weighted indices.
Investment Insights

There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.

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