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Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

Tech Rebounds but DJIA Falls

Mega caps rose in pre-market trading even as the DJIA got clipped by a sharp drop in UnitedHealth shares. Sentiment, existing home sales, and S&P Global PMI data are on tap.

February 21, 2025 Joe Mazzola

Taxable Munis: 5 Considerations

Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.

February 20, 2025

Jigsaw Puzzle: Growth vs. Value

Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.

February 18, 2025

Perspective: Bracing for Tariffs

Stocks bounced back after tariffs on imports from Mexico and Canada were delayed, but tariff issues are not yet solved and still hold the potential to drive market volatility.

February 14, 2025

Will the Dollar Be Dethroned?

Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.

February 12, 2025

Market updates

Joe Mazzola

Today's Options Market Update

Joe Mazzola
February 21, 2025

Weekly Trader's Outlook

Nathan Peterson
February 21, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
February 21, 2025

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

Save Now for Retirement

The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.

February 20, 2025

How to Raise a Young Investor

How do you foster financial independence and financial literacy among young people? Two Schwab experts share their tips.

February 19, 2025


Writing a Legacy Love Letter

Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.

February 14, 2025

457(b) & 403(b) Retirement Plans

Learn about the differences between 457(b) and 403(b) and how you might be eligible for this retirement account if you work for public service or the government.

February 13, 2025

Money and Moving in Together

Moving in with your romantic partner to save money? Here are three things to talk about before you share an address.

February 12, 2025

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

February 05, 2025

Schwab original podcasts

Onward magazine

0723-32A7

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.

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. Call Schwab at 18004354000 for a current copy. Supporting documentation for any claims or statistical information is available upon request.

Investing involves risks, including loss of principal. 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 per-contract charges. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.

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. Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). 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.

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