Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Investment Insights
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.
Investment Insights
An explanation of Form - and the events that would lead to its filing.
Investment Insights
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.
Investment Insights
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
Learn about the major influences on Municipal Money Market Fund yields.
Chart in a Minute
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
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.
Fixed Income
Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.
Fixed Income
Taxable municipal bonds are enjoying a supportive backdrop, enhancing the potential value that these securities may provide. Learn more in this brief client-approved article.