Investments
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
Investments content
Bond Insights
Yields for preferred securities have generally risen more than corporate bond and long-term Treasury yields over the past few months, making them more attractive to investors.
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
Schwab Market Update
News reports said Iran shared a new proposal to end the conflict, helping the market reverse early losses after a hot April. Stocks also got aided by Apple after results impressed.
While it may be too early for a very bullish perspective on the crypto market, even in the depths of winter there is always a dream of spring on the horizon.
Wealth management
A portfolio with concentrated stock should be managed carefully. Strategies do not have to be all-or-nothing but could be used in combination with an approach designed for each of your client’s unique situation, preferences, and concerns. Learn more about how to help your clients manage the risk of a concentrated stock position.
Wealth management
Direct indexing can provide performance and diversification like an index fund, while allowing your clients to customize their holdings and harvest losses for tax breaks. Learn which types of clients may benefit from adding direct indexing to their portfolio.
Wealth management
In the context of portfolio management, a strategic divestiture strategy is a disciplined, multi-year process for gradually reducing concentration risk and increasing diversification. Learn how a strategic divestiture strategy may benefit your clients’ portfolios.
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.