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Schwab Market Update
Today's Options Market Update
Weekly Trader’s Outlook
Looking to the Futures
Schwab Sector Views: Drilling Down on Energy
Buy Now, Pay Later: Is There a Catch?
Controversial proposals. Ambitious plans. And the fiduciary question (again).
Market Volatility: Schwab’s Quick Take
Where To Invest Now: COVID And Correlation
Schwab Market Perspective: Will the Economy Turn?
Lifetime Adjustable Income vs. the 4% Rule: Can You Spend More in Retirement with Less Risk?
Market Snapshot
Does Market Timing Work?
High Earners May Think They Have It Made for Now—But Can They Secure Their Future?
If the Economy’s So Strong, Why Are Bond Yields Falling?
Tax Bracket Management
Important Ages for Retirement
Spending Patterns in Retirement
Will Biden’s Tax Proposal Impact Estate Planning?
SECURE Act 2.0 Moves Closer to Becoming Law
Higher Taxes on the Horizon?
Whole Lotta Love: Sentiment’s Potential Warning
Chart in a Minute: Is it time for a value shift?
What's the Best Way to Save for Retirement When You Don't Have a 401(k)?
How Will the Western Drought Affect Munis?
Lockdown Leadership Unlikely To Last
What’s Next for Emerging-Market Bonds?
SPACs: What Are They, and Are They a Risk to the Market?
Just Starting Out? Take These Seven Steps Toward Financial Independence
Bitcoin FAQs
Quarterly Chartbook
Will Rising Federal Debt Slow Economic Growth?
Pressure Drop: Easing Inflation Pressures Ahead?
Is the Stock Market Disconnected From the Economy?
Treasury Inflation-Protected Securities: FAQs about TIPS
What's the Best Way to Get a New Car?
Quarterly Chartbook
Women+Investing presentations video
Women+Investing program overview video
Is Good Data Now Bad News?
Can We Afford Fertility Treatments?
Fed Still Hasn’t Found What it’s Looking For
2021 Mid-Year Market Outlook: Peak or Pause?
Turn Turn Turn: Rotations Persist
Market Snapshot
Municipal Bond Mid-Year Outlook: A Positive View
2021 Mid-Year Outlook: Fixed Income
Understanding the Kiddie Tax
The State of Muni Bonds
What's the Best Way to Help an Elderly Parent with Their Finances?
2021 Mid-Year Outlook: Fixed Income
2021 Mid-Year Outlook: Global Stocks and Economy
Are You Ready to Buy Your First Home?
2021 Mid-Year Outlook: U.S. Stocks and Economy
Asset Backed Commercial Paper and Money Market Funds
Rick Holland
IRA Taxes: Rules to Know & Understand
Signs Inflation’s Surge Is Transitory
An introduction to Schwab Money Funds
Game Changer: How the American Rescue Plan Improved the Outlook for Munis
Positioning client portfolios for a potential market cycle change
World of Inflation: Transitory or More Nefarious?
Market Snapshot
Inflation Expectations Are Up. Should Investors Worry?
Is 1970s-Style Inflation Coming Back?
Is Stagflation Back?
Is Stagflation Back?
Boom Boom Pow: Have Stocks Already Priced in Economic Boom?
Will Taxes Rise for the Wealthy? What You Should Know
Schwab Asset Management launches Schwab International Dividend Equity ETF (SCHY)
Should You Consolidate Your Debt?
What’s Working? Two Ideas For Investors
Is Your Teen Financially Fit?
Pump it Up: Earnings Season Starts Off Strong
Washington settles into 2021
Chart in a Minute: Value seems set to outperform in 2021
How to Handle a Bond Bear Market
Jason Diefenthaler
James Cortez, CFA
Amos Robinson
How Are Options Taxed?
How Can the American Rescue Plan Act Help Your Family?
The Next Bubble?
Rising Rates: When to Consider Floating-Rate Notes
How Can I Stop Living Paycheck to Paycheck?
Michael Townsend
Rob Williams
Hit Me With Your Best Shot: Speculative Trades Take a Breather
Christina Shaffer
Collin Martin
Jeffrey Kleintop
Nathan Peterson
Randy Frederick
Cooper Howard
Kevin Gordon
Money Myths: 10 Ways We Fool Ourselves About Managing Credit
Stimulus Payback: 2023
Saving for College: 529 College Savings Plans
Charles Schwab Investment Management to launch Schwab International Dividend Equity ETF
What Farmers Can Teach Us About Finances
It's What You Value … and Where You Find It
Schwab International Dividend Equity ETF
Tenth Edition of Schwab’s ETF Investor Study
Will the U.S. Dollar Lose its Reserve Status?
Schwab Sector Views: The State of Real Estate
As You Build Your Financial Future, Heed the Advice of Richard Thaler
Schwab International Fundamental Index Mutual Fund received Best-in-Class Refinitiv Lipper Fund Award
Bull? Bear? How About a “Bunny” Market?
Is It Time to Increase Your International Exposure?
Why Bonds Still Matter
The 5 Biggest Little Tax Planning Missteps
New Financial Survey on Black Americans Is a Call to Action
Red Flag Day: Bond Yield Spike Denting Euphoric Sentiment
Are High-Yield Muni Bonds the Answer to Low Yields?
This International Women's Day, Let's Focus on Single Women
Corporate Bond Market: Is a “Zombie” Apocalypse Coming?
Making Sense of Your Tax Refund
Have EM Stocks Lost Their Immunity to Rising Rates?
Message from the Recent Bond Market Turmoil
Saving for College: Custodial Accounts
Saving for College: Coverdell Education Savings Accounts
Struggling with Retirement Savings? Uncle Sam May Give You Extra Credit.
Natallia Yazhova
Skander Soltani
Year of the Ox: Bullish for China?
Looking for an emerging investment opportunity?
Schwab Sector Views: The Earnings Recession Has Ended
Lesson Learned? Takeaways From the GameStop Saga
Your Portfolio May Be Less Diversified Than You Think
ETF vs. Mutual Fund
Bridging the Gap(s): Converging and Diverging Trends Stemming From the Crisis
How to evaluate ETFs
Five Names for Investors to Know in the New Administration
An Investors’ Guide to the 2021 Elections
The winds of change surge
Why Longer-Term Treasury Yields Are Rising
Index ETFs successfully navigated COVID-19-induced market volatility event
Washington in Turmoil: What Investors Should Know
Looking for a Way to Invest According to Your Values?
Important Notification Regarding Executive Order 13959
Scar Tissue: Weak Jobs Report Emphasizes COVID’s Scars
Georgia Runoffs Hold Key to Senate Control, 2021 Policy Agenda
Outlook 2021: Fixed Income
Outlook 2021: Passive Equity & Multi-Asset Strategies
Outlook 2021: Active Equity
Navigating fixed income in 2021 and beyond
Equity opportunities for the COVID-19 recovery
In 2020, everything changed. What comes next?
Top Five Global Investment Risks In 2021
Schwab Asset Management Solutions recognized by Pensions & Investments as a Best Place to Work in Money Management
Schwab Target 2065 Fund
Schwab Target 2065 Index Fund
Separately Managed Accounts
New year, new opportunities
A Vaccine: The Best 2020 Holiday Gift
Loss aversion and confirmation bias: Emotion in motion
Colton Tanner
2021 Schwab Market Outlook: On the Path to Recovery
2021 Schwab Market Outlook
2021 U.S. Market Outlook: Better Days?
2021 Muni Bond Outlook: Storm Clouds Clearing
2021 Global Outlook: New Cycle, New Leadership
Brian Luedtke, CFA
Wasmer Schroeder Strategies
2021 Credit Outlook: Smoother Road Ahead
2021 Fixed Income Outlook: Calmer Waters
403 / 404
Vaccine News Shakes Up the Stock Market
What to Expect from the “Lame Duck” Congress
Election Results and Market Impact: FAQs
Election Day to Inauguration Day: a test for global stock markets
Market Volatility, Trading Halts, and Circuit Breakers
Election 2020: How Do the Candidates’ Tax Plans Compare?
3 Reasons to Expect Delays for Some Election Results
Stocks Tumble Amid Virus, Earnings Concerns
“De-globalization” Already Happened And It Didn’t Matter
Regulatory changes, a topsy turvy election cycle, and the prospect of volatility
Inflation protection: The benefits of a diversified asset-class approach
Do Bonds Still Provide Diversification?
Global Impact of a “Blue Wave” Election Outcome
Chart in a Minute: A nonpartisan investment strategy for the win
Stimulus in Limbo: Politics, Congress, and the Fed
Risk of Second Wave of COVID-19 Lockdowns
5 ways to enhance your portfolio with ETFs
Market Correction: What Does It Mean?
2020 election resources
Health Check : OK
Brexit Is Back: The Endgame For Investors
Federal Reserve Raises the Inflation Hurdle
The Evolving Role of Behavioral Finance in 2020
Befi Barometer 2020
6 “knocks” on passive investing
New Schwab Model Portfolios designed to help advisors keep clients on course
Stock Market “Inequality” Hides A Big Change
Paul Holmquist, CFA
Drew Hayes, CFA
Is Your Mother, Sister, Daughter Investing? Are You?
Dividend ETFs: Choosing the Right Strategy
Bond Real Yields: What’s Happening Beneath the Surface
CIO mid-2020 outlook—The COVID-19 continuum
Confidence Is Everything: 3 Things May Shake It
Fundamentals of behavioral finance: Confirmation bias
Fundamentals of behavioral finance: Recency bias
Fundamentals of behavioral finance: Loss aversion bias
Fundamentals of behavioral finance: Overconfidence bias
Fundamentals of behavioral finance: Home bias
The behavioral advantage
Chart in a Minute: Have your bond holdings lived up to expectations?
Schwab U.S. Treasury Money Fund – Ultra Shares
Schwab Treasury Obligations Money Fund – Ultra Shares
Schwab Government Money Fund – Ultra Shares
Schwab AMT Tax-Free Money Fund – Ultra Shares
Schwab New York Municipal Money Fund - Ultra Shares
Schwab California Municipal Money Fund - Ultra Shares
Behavior matters
BeFi Barometer 2020
Worried About Inflation? Consider TIPS
Jackie Zelenko
Joe Tedesco
Gail Goulet
Kristin Gibson
Brendan Coleman
How Have Recent Developments Impacted Long-Term Returns?
What’s in Your Portfolio? The Role of Various Asset Classes
U.S. Dollar Outlook: What Could a Weaker Dollar Mean for Your Portfolio?
How overreaching for yield may lead to disaster
Are Emerging-Market Bonds Worth the Risk?
Investor infographic
Advisor Conversation Guide
Stock Market Reaction to Expiring COVID-19 Programs
Washington heats up: Stimulus packages, regulations, and upcoming elections
Is fundamental indexing a better way in this market?
Saving for Retirement: IRA vs. 401(k)
Andrew Huck
Making Sense Of The Market (And Where We Can’t)
Featured Retirement Content
Can You Forgo Taking RMDs in 2020?
CLOs Are Not CDOs: Why They Likely Aren’t a Major Risk to Banks
What A COVID-19 Second Wave Means For Investors
A Welcome Retirement
Schwab Opportunistic Municipal Bond Fund (formerly Schwab High Yield Municipal Bond Fund)**
Morningstar screener
Iain Clayton, CFA
High-quality fixed income wins again
Fear, greed, and behavioral finance
Evaluating ETF yield
Bond Market Update – July 2021
What’s Wrong With the Rebound?
Fixed income foundations: Four sectors in perspective
Form CRS
Stimulus = Inflation? Why It May Be Different This Time
What’s the Future Payback for the Stimulus?
Kristine Warner
Market crises may create diversification opportunities
Dashboards: Measuring Recovery In Real Time
Methodology Distinctions Between Fundamental Index® and DFA Investment Approaches
Oil Prices Fall Below Zero
Fixed income ETFs: Indexing vs. Active Management
Using fixed income ETFs to mitigate risk
Fixed income ETFs: Understanding Premiums and Discounts
Bond ladders vs. ETFs
Money Market Yields - iFrame (test)
Schwab VIT Growth Portfolio
Schwab VIT Balanced with Growth Portfolio
Schwab S&P 500 Index Portfolio
Schwab VIT Balanced Portfolio
What Can Investors Expect From GDP Reports
Biagnostics - DCIO
COVID-19 stimulus package and other regulatory changes you need to know
Biagnostics - Anonymous
Coronavirus and the Municipal Bond Market: Questions and Answers
How the U.S. Economic Stimulus Package May Affect Investors
Market volatility resources
5 Questions to Reassess Your Financial Plan in a Volatile Market
David Neibart
Mike Peterson
Shanna Weber
7 Things You Can Do During a Turbulent Stock Market
Bryan Olson, CFA
Panic is Not an Investment Strategy
Q&A on COVID-19: The Economy, Markets and What Investors Should Do
When You Have to Sell in a Down Market: How to Make the Best of a Bad Situation
Factor investing: It's a jungle out there, but it doesn't have to be
Site Usability
Bonds vs. Bond Funds: Which is Right for You?
Jake Gilliam
Q&A with Schwab experts on recent market volatility
Brian Chen
Christopher Johnson
Super low bond yields are everywhere, and here to stay
Bill McMahon, CFA
Rick Wurster
Why behavioral finance is important in today's market environment
ETFs vs. Mutual Funds: Selecting the right vehicle for your investment needs
A Welcome Alternative
Dennis Hudachek
D.J. Tierney
Schwab Long-Term U.S. Treasury ETF
Schwab 1-5 Year Corporate Bond ETF
Schwab 5-10 Year Corporate Bond ETF
Shane Smith
Phil Heyer
Andrew Torok, CFA®
Chris Jacobs
Michael Chewning, CPWA, CIMA®
Joe Cali, CIMA®
Devon Coquillard
Karleen Fallon
Client Action Plan
Investor Guide
Advisor Guide
Thank You for Subscribing
Why Global Diversification Matters
Save on Taxes: Know Your Cost Basis
Data sources and definitions
Piecing together the home bias puzzle
Lost Your Old 401(k)? Here’s How to Find It
Securities lending within ETFs
Understanding the ETF creation and redemption mechanism
Tax efficiency in exchange-traded funds
International ETFs and the price discovery mechanism
ETF trading and liquidity
Best practices for trading ETFs
Beyond the expense ratio—the total cost of owning ETFs
Exchange traded product (ETP) overview
Comparing strategic beta, active and passive
Basic Options | Options Trading Strategies
Two Types of Annuities for Retirement Income
What Elder Financial Exploitation Looks Like
Money Market Fund Reform: Form N-CR
Money Market Fund Reform: What you should know
Repurchase Agreements and Money Market Funds
How we analyze credit risk
Understanding bank exposures in municipal money market funds
9 key questions to ask an ETF provider
L2 Splash page
L1 Splash Page
Joe Wraga
Mark Branish, CIMA
Michael Harrington
Marissa Solomon
Neil Hickey, CIMA
Contact Us (Anonymous)
Search Results
Contact Us for Personal Investors
Contact Us for Retirement Professionals
Money Fund Yields
Fee Impact Simulator
How Government Shutdowns Have Affected the Stock Market
Alex Barrios
Dean Johnson, CFP®, CIMA®
Tyson Schwartz
Mindy Foulger
Craig Ebeling
Laura McDowell, CFP, CIMA®
Sergio Lovato, CIMA®
Paul Scudellari, CFP®
Devere Jones
Chris Schneider, CIMA®
Ned Seitler
Jake King
Schwab Funds
Contact Us for Register Investment Advisors
Patrick Kwok, CFA
Tony Creasy, CFA
Iain Clayton, CFA
Jeremy Brown
Financial Decoder™
Erin Montgomery
ETF Know-how
Mary Colby
Distributions and Tax Center
Retirement Professional Content
Anonymous Content List
Individual Investor Content
Advisor Segment Content
Schwab Institutional Large Cap Value Trust - Select
Strategic beta solution
Mutual funds solution
Multi-asset solution
Money market solutions
ETF solution
Collective investment solution
Active products and solutions
Index solution
Schwab Managed Retirement Trusts Class V²
Schwab Managed Retirement Trusts Class I
Schwab Managed Retirement Trusts Class VI³
Schwab Managed Retirement Trusts Class III
Schwab Managed Retirement Trusts Class II
Schwab Managed Retirement Trusts Class IV
Schwab Institutional Diversified International Trust Retirement
Schwab Institutional Diversified International Trust Institutional
Schwab Institutional Large Cap Growth Trust - Institutional
Schwab Indexed Retirement Trusts Class I
Personalized Portfolio Construction video
Schwab 1000 Index®
Portfolio construction
Jennifer Hafner
David Botset
Schwab Institutional Core Plus Fixed Income Trust Class I
Schwab Institutional Core Plus Fixed Income Trust Class III
Schwab Institutional Large Cap Growth Trust - Retirement
Schwab Target 2060 Fund
Schwab Target 2055 Fund
Schwab Target 2050 Fund
Schwab Target 2045 Fund
Schwab Target 2035 Fund
Schwab Target 2025 Fund
Schwab Target 2015 Fund
Schwab Target 2040 Fund
Schwab Target 2030 Fund
Schwab Target 2020 Fund
Schwab Target 2010 Fund
Schwab® Monthly Income Fund - Maximum Payout
Schwab® Monthly Income Fund - Enhanced Payout
Schwab® Monthly Income Fund - Moderate Payout
Schwab Balanced Fund™
Schwab MarketTrack Growth Portfolio™
Schwab MarketTrack All Equity Portfolio™
Schwab MarketTrack Conservative Portfolio™
Schwab MarketTrack Balanced Portfolio™
Schwab Target 2060 Index Fund
Schwab Target 2050 Index Fund
Schwab Target 2020 Index Fund
Schwab Target 2055 Index Fund
Schwab Target 2045 Index Fund
Schwab Target 2040 Index Fund
Schwab Target 2035 Index Fund
Schwab Target 2030 Index Fund
Schwab Target 2025 Index Fund
Schwab Target 2015 Index Fund
Schwab Target 2010 Index Fund
Schwab Tax-Free Bond Fund
Schwab California Tax-Free Bond Fund
Schwab Treasury Inflation Protected Securities Index Fund
Schwab Short-Term Bond Index Fund
Schwab U.S. Aggregate Bond Index Fund
Laudus International MarketMasters Fund™
Schwab International Core Equity Fund
Schwab Fundamental Emerging Markets Large Company Index Fund
Schwab International Index Fund®
Schwab Fundamental International Large Company Index Fund
Schwab Fundamental International Small Company Index Fund
Schwab Variable Share Price Money Fund - Ultra Shares
Schwab Value Advantage Money Fund® - Investor Shares
Schwab Value Advantage Money Fund® - Ultra Shares
Schwab New York Municipal Money Fund - Investor Shares
Schwab AMT Tax-Free Money Fund - Investor Shares
Schwab Municipal Money Fund - Investor Shares
Schwab Municipal Money Fund - Ultra Shares
Schwab California Municipal Money Fund - Investor Shares
Schwab Government Money Fund - Sweep Shares
Schwab Government Money Fund - Investor Shares
Schwab U.S. Treasury Money Fund - Investor Shares
Schwab Retirement Government Money Fund™
Schwab Treasury Obligations Money Fund - Investor Shares
Schwab Government Money Market Portfolio
Schwab Global Real Estate Fund
Schwab Fundamental Global Real Estate Index Fund
Schwab Small-Cap Equity Fund
Schwab Health Care Fund
Schwab Hedged Equity Fund
Schwab Large-Cap Growth Fund
Schwab Core Equity Fund
Laudus® U.S. Large Cap Growth Fund
Schwab Dividend Equity Fund
Schwab Small-Cap Index Fund®
Schwab Fundamental US Small Company Index Fund
Schwab U.S. Mid-Cap Index Fund
Schwab S&P 500 Index Fund
Schwab U.S. Large-Cap Value Index Fund
Schwab U.S. Large-Cap Growth Index Fund
Schwab 1000 Index® Fund
Schwab Fundamental US Large Company Index Fund
Schwab Total Stock Market Index Fund®
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Short-Term U.S. Treasury ETF
Schwab U.S. TIPS ETF
Schwab U.S. Aggregate Bond ETF
Schwab Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Large Company Index ETF
Schwab International Equity ETF
Schwab International Small-Cap Equity ETF
Schwab Fundamental International Large Company Index ETF
Schwab Fundamental International Small Company Index ETF
Schwab U.S. REIT ETF
Schwab U.S. Small-Cap ETF
Schwab Fundamental U.S. Small Company Index ETF
Schwab U.S. Mid-Cap ETF
Schwab U.S. Large-Cap ETF
Schwab U.S. Large-Cap Value ETF
Schwab 1000 Index® ETF
Schwab U.S. Large-Cap Growth ETF
Schwab U.S. Broad Market ETF
Schwab Fundamental U.S. Large Company Index ETF
Schwab U.S. Dividend Equity ETF
How to Build a Bond Portfolio
Laudus Funds
Kaitlyn Downing
An introduction to Schwab Money Funds
A fighter pilot's secret to peak performance
ETF trading best practices
Navigating the growing ETF landscape
Behavioral finance: How investment biases affect investor decisions and influence market trends
Chris Waterbury
Kevin Cassidy
Joe Schulte
David Chambers
Mike Zarembski
All Components - Decks
All Components - Panels
Cameron Ullyatt, CFA
Zifan Tang, Ph.D., CFA
Jonas Svallin, CFA
Sabya Sinha
Jane Shi, CFA
Kevin Shaughnessy, CFA
Kenneth Salinger, CFA
Jonathan Roman
David Rios
Jane Qin
Alfonso Portillo, Jr.
Daniel Piquet, CFA
Nicole Perret-Gentil
Lynn Paschen
Mark McKissick, CFA
Michael Lin
Wei Li, Ph.D., CFA
Linda Klingman
John Khodarahmi
Ferian Juwono, CFA
Steven Hung
Matt Hastings, CFA
John Greves, CFA
Jonathan Feske, CFA
Holly Emerson, CFA
Chuck Craig, CFA
Iain Clayton, CFA, FRM
Christopher Bliss, CFA
James Ferrarelli
Kelly Briden
Michael F. Hogan
David Lekich
Patrick Cassidy, CFA
Mark Fischer
John Sturiale, CFP, AIF
Brett Wander, CFA
Omar Aguilar, Ph.D.
Jonathan de St. Paer
Morningstar Screener
Insights and News
Why the Yield Curve Matters
Schwab Fundamental U.S. Broad Market Index ETF
Mission 360
Biagnostics - Advisor
Resources & Tools
Event 2
Event 1
Analysis & Commentary
Our Products
Prospectus & Reports
What We Offer
Our Team
Investment Stewardship
Low-Cost Index Philosophy
Who We Are
How to Avoid the Financial Pitfalls of Confirmation Bias
Hayden Adams
David Kastner
Joanna Payne
Carrie Schwab-Pomerantz
Liz Ann Sonders
Kathy Jones
Schwab Center for Financial Research
Mark W Riepe
Michelle Gibley
Michael Iachini