scroll50-dblclk
reii-homst
reii
homlp

Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

What Could Turn China Around?

Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?

March 25, 2024 Jeffrey Kleintop

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

March 22, 2024

Fed Holds Rates Steady

The Federal Reserve suggested that interest rates likely will move lower, but perhaps not as quickly as markets had been expecting.

March 20, 2024

Outlook: Waiting for the Fed

The Federal Reserve weighs the data while investors wonder: When will rate cuts begin?

March 18, 2024

Markets, Fed Policy and Elections

Between adjustments in Fed policy and a coming presidential election, it's going to be an emotional year, but historical data show staying invested is the best course for investors.

March 18, 2024

Market updates

Joe Mazzola

Schwab Market Update: Opening

Joe Mazzola
March 28, 2024
Joe Mazzola

Today's Options Market Update

Joe Mazzola
March 27, 2024
Chris Waterbury

Looking to the Futures

Chris Waterbury
March 26, 2024
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
March 22, 2024

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

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


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

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

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

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

Large Withdrawal Mistakes

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

March 13, 2024


What is Tax-Gain Harvesting?

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

March 11, 2024

Start Your Estate Plan Early

While organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, the sooner you start, the better off you'll be.

March 07, 2024

Costly College-Saving Mistakes

A 529 college savings plan offers many advantages, but it can come with some potential pitfalls. Here are five mistakes to avoid.

March 05, 2024

Retirement Savings Tips

Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

February 23, 2024

Schwab original podcasts

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.