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.
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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.
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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.
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Given that starting yields tend to drive fixed income total returns over time, we think the outlook for bonds is quite favorable. This client-approved chart can serve as a conversation starter.
Investment Insights
For investors looking for total return and income, a dividend-focused equity fund may be a fitting choice for a well-diversified portfolio. Read more in this short, client-approved insights piece.