Investment Insights

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

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.
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.
Chart in a Minute

Dividend-paying stocks can potentially support client portfolios amid market volatility and inflation. Get the client-approved chart.

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Investment Insights

Worried about your client’s mega-cap stock concentrations? Consider complementing their holdings with fundamentally weighted index strategies. Learn more.
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.

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