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A Look at Sector Trends

While major indexes have seemingly been calm this year, there are notable and stealthy sector leadership shifts that have happened under the surface.

April 15, 2024 • Liz Ann Sonders • Kevin Gordon

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Perspective: Rolling Recovery?

There are signs that some previous "rolling recessions" are starting to turn into rolling recoveries.

April 12, 2024

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Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

April 11, 2024

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Earnings Season Changes?

Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.

April 08, 2024

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EM Bonds: What to Know Now

Emerging-market local-currency bonds have rallied sharply since last October, along with other risky segments of the global bond market. However, navigating the market can be challenging.

April 03, 2024

Market updates

Popular in trading

2023 Taxes: 8 Things to Know

With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2023 taxes.

December 05, 2023

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Form 1099-B Reporting

Learn what cost basis is, where to find it on Form 1099-B, and what option traders might expect with their Form 1099-B.

October 02, 2023

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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

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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

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Options Exercise and Assignment

Learn about options exercise and options assignment before taking a position, not afterward. This guide can help you navigate the dynamics of options expiration.

March 16, 2023

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Options Expiration Checklist

Managing options positions on expiration day requires an understanding of the process. Here's an overview of things you should know about options expiration.

October 28, 2022

Planning and retirement

Medicare for Globetrotters

Medicare can fall short when traveling. Here's how to fill the gaps.

April 10, 2024

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Tips for Early Retirement

Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

April 09, 2024

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Save Money Traveling Abroad

Don't let unnecessary expenses eat into your vacation budget.

April 08, 2024

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College Custodial Accounts

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 27, 2024

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Large Withdrawal Mistakes

How to manage a large portfolio withdrawal without throwing the rest of your finances out of whack.

March 13, 2024

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What is Tax-Gain Harvesting?

Strategically selling your winning investments could reduce current and future taxes.

March 11, 2024

Schwab original podcasts

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Onward magazine

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International

Tips for Saving Near Retirement

RMDs

Life Insurance and Your Estate

Tax Planning

Year-End Tax Ideas to Consider

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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 1‐800‐435‐4000 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.