Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Insights & Ideas
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.
Investment Insights
Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
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
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.
Investment Insights
An explanation of Form - and the events that would lead to its filing.
Chart in a Minute
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.
Fixed Income
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.
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.