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Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

What Is Earnings Guidance?

Many public companies regularly provide earnings guidance, and it often moves shares. What is guidance, why do companies share it, and how should investors monitor it and react?

March 26, 2026

Stocks Down as Oil Rises

Crude oil prices continue to set the tone, and their 4% rise this morning amid fears of war escalation sent major indexes sharply lower. Weekly jobless claims were as expected.

March 26, 2026

Bitcoin Volatility Shrinks

Bitcoin is now less volatile than some Magnificent 7 stocks, but it's still capable of steep, prolonged declines.

March 25, 2026

Quarterly Earnings Calls

A company's earnings call gives investors a ringside seat, providing insights and perspective that go beyond the numbers. Here's how they work and what to listen for.

March 24, 2026

Fed Keeps Rates Steady

The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.

March 18, 2026

Market updates

Quin Fields

Looking to the Futures

Quin B. Fields
March 26, 2026
Joe Mazzola

Today's Options Market Update

Joe Mazzola
March 25, 2026

Weekly Trader's Outlook

Nathan Peterson, Jim Ferraioli
March 20, 2026

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

What's new in trading

What Is Earnings Guidance?

Many public companies regularly provide earnings guidance, and it often moves shares. What is guidance, why do companies share it, and how should investors monitor it and react?

March 26, 2026

Bitcoin Volatility Shrinks

Bitcoin is now less volatile than some Magnificent 7 stocks, but it's still capable of steep, prolonged declines.

March 25, 2026


Quarterly Earnings Calls

A company's earnings call gives investors a ringside seat, providing insights and perspective that go beyond the numbers. Here's how they work and what to listen for.

March 24, 2026

Bitcoin: Where Does It Fit?

Is bitcoin an inflation hedge, currency, portfolio diversifier or something else? We look at what bitcoin can do and where it may fit in a portfolio.

March 24, 2026

Ways to Gain Exposure to Crypto

There are many ways to invest in cryptocurrency. Read more about the various ways to gain exposure to cryptocurrencies.

March 24, 2026

Cryptocurrency Key Debates

We analyze the key questions around four of the largest and oldest cryptocurrencies.

March 18, 2026

Planning and retirement

Custodial Accounts and College

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

March 25, 2026

The Saver's Tax Credit

If you contribute to an IRA, 401(k), or other retirement plan, you may qualify for the Saver's Credit. Learn more about how the Saver's Tax Credit works.

March 25, 2026


5 Roth IRA Alternatives

If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have other tax-smart ways to save for retirement.

March 17, 2026

Financial Independence

Financial independence means having the freedom and flexibility to live life on your terms. Here's how you can begin to achieve it.

March 11, 2026

Veterans and Money

Veterans can face unique financial challenges. A veteran and Schwab Branch Manager offers ideas on how veterans can help secure their financial futures.

March 09, 2026

Falling Rates and Your Debt

Rates are down from recent peaks, but that doesn't necessarily boost the case for refinancing and consolidation.

March 06, 2026

Schwab original podcasts

Onward magazine

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This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

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.

For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.

Past performance is no guarantee of future results.

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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. 

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