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Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

AI, Crypto Weakness Persists

A turnaround Tuesday didn't show up, at least early, as AI and cryptocurrency assets continued to retreat. Home Depot earnings disappointed and risk-off sentiment is prevalent.

November 18, 2025 Joe Mazzola

Responding to Market Chaos

Volatility has investors questioning the future of U.S. stocks. Three Schwab finance professionals discuss how to evaluate your portfolio in the face of market ups and downs.

November 14, 2025

Perspective: Seeking Direction

While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.

November 14, 2025

Q3 2025 Retail Earnings

Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.

November 13, 2025

Washington: What to Watch Now

After Congress reached an agreement to fund government operations, President Trump signed the bill, ending the longest government shutdown in U.S. history after 43 days.

November 13, 2025

Market updates

Nathan Peterson

Today's Options Market Update

Nathan Peterson
November 18, 2025
Chris Waterbury

Looking to the Futures

Chris Waterbury
November 18, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
November 14, 2025

Investing Basics


Investing Basics: ETFs

August 02, 2024

Technical Analysis

Looking to understand how to read stock charts? Start learning the basics of using charts, identifying trends, applying price patterns, and using charting indicators.

October 19, 2023

Popular in trading

Rules For Cash Trades

Understanding the timing for setting transactions is important when trading with cash so that traders aren't hit with account restrictions.

December 17, 2024

Ins and Outs of Short Selling

Make sure you understand the risks of short selling before taking the plunge.

March 11, 2024

Intro to thinkorswim® Desktop

Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.

August 28, 2023

Trading Futures vs. Stocks

Stocks and futures both trade on exchanges, but that's where the similarities end. Futures contracts expire on a set date and can be traded using much more leverage.

April 26, 2023

Planning and retirement

Understanding Tax Cost Ratio

Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.

November 18, 2025

Insurance and Extreme Weather

The frequency of weather-related disasters is on the rise. Here are common shortcomings with homeowners' insurance—and what you can do to help protect yourself.

November 18, 2025


4 Tips for Aging in Place

Many retirees would like to continue living independently and in their own home as they age. Find out what you can do now to help prepare for aging in place.

November 17, 2025

Protecting Your Digital Estate

Our personal information and financial assets are increasingly stored online. Here's why you need a digital estate plan—and how to create one.

November 17, 2025

Your Estate Plan Abroad

If you live or own property abroad, your U.S. estate plan may not be enough. Here's what to consider if you have financial ties in multiple countries.

November 14, 2025

Reconciliation Bill FAQs

The Reconciliation Bill, a.k.a. the One Big Beautiful Bill Act (OBBBA), touches nearly every corner of the tax landscape. Here are some of the biggest takeaways for taxpayers.

November 14, 2025

Schwab original podcasts

Onward magazine

0724-AB04

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Equity and index options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

Investing involves risk, including, for some products, more than your initial investment.

Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

With long options, investors may lose 100% of funds invested.

Spread trading must be done in a margin account.

Multiple leg options strategies will involve multiple transaction costs. 

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Futures, and Futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex: https://www.schwab.com/resource/forex-risk-disclosure-statement.

Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Forex accounts do not receive a preference in any bankruptcy proceeding pursuant to Part 190 of the CFTC’s regulations.

Read additional CFTC and NFA futures and forex public disclosures for Charles Schwab Futures and Forex LLC.

Futures, futures options, and forex trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify. Forex accounts are not available to residents of Ohio or Arizona.

Charles Schwab Futures and Forex LLC., is a CFTC-registered Futures Commission Merchant and NFA Forex Dealer Member.

Charles Schwab Futures and Forex LLC (NFA Member) and Charles Schwab & Co., Inc. (Member SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.