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Insights & Education

Keeping you at the forefront of modern investing

The latest commentary

There Is No AI Without Energy

Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

June 30, 2025 • Michelle Gibley

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Stocks Up on Trade, Budget

Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.

June 30, 2025

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Munis: Mid-Year Outlook

Tax policy may continue to be a factor in the second half of the year, although Congress looks likely to maintain current tax brackets and the muni tax exemption.

June 27, 2025

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Corporates: Mid-Year Outlook

We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.

June 26, 2025

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Washington: What to Watch Now

The Senate is getting close to the finish line on its version of the "One Big Beautiful" tax-and-spending bill.

June 24, 2025

Market updates

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Today's Options Market Update

Nathan Peterson

June 30, 2025

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Looking to the Futures

Michael Zarembski

June 30, 2025

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Weekly Trader's Outlook

Nathan Peterson

June 27, 2025

Popular in trading

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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

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Ins and Outs of Short Selling

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

March 11, 2024

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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

Planning and retirement

The Reverse Boomerang

Open and honest communication can help you go into multigenerational living with your eyes wide open.

June 26, 2025

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Handling an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.

June 26, 2025

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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.

June 16, 2025

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Save Money Traveling Abroad

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

June 13, 2025

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5 Money Traps to Avoid

From savings mistakes to over-concentration, find out some common money traps as well as some ways around them.

June 11, 2025

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How Much Car Can I Afford?

Wondering how much car you can afford? Here are five things to consider before signing on the dotted line.

June 11, 2025

Schwab original podcasts

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Onward magazine

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Estate Planning

What Is Probate?

Technical Analysis

3 Stock Strength Indicators

Retirement

A Guide to Retirement Planning

Estate Planning

Trustee vs. Beneficiary

Explore more topics

Retirement Taxes Trading Investments Markets and Economy Financial Planning Portfolio Management Robo Advice

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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.