Investments

Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs. 

Fixed Income

Contrary to misperceptions, single-stop inflation protection solutions don’t always work. Get our research paper to help you position clients for success.

Investments content

Bond Insights

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
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Bitcoin's valuation may be supported by the high estimated cost, complexity, and uncertainty of a 51% attack relative to potential attacker rewards.
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Bond Insights

Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
Market Outlook

Our point of view on recent market and economic activity.
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Bond Insights

A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.
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Schwab Market Update

Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.
Onward Archive

Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

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