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Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

Stocks Wobble on China Tariffs

Major indexes were mixed, cheered by delayed tariffs on imports from Canada and Mexico but absorbing trade tension with China. Alphabet reports later and job openings data are due.

February 04, 2025 Joe Mazzola

Fed Holds Policy Rate Steady

After cutting rates at the past three meetings, it looks like the Federal Reserve has reached a plateau.

January 29, 2025

Preferreds: Still Attractive?

The higher yields they currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

January 28, 2025

Tariffs: Bark Worse Than Bite?

Markets responded positively during Trump's first week in office, despite threats of tariffs on the three largest trading partners of the U.S. Are trade risks being dismissed?

January 27, 2025

Q4 Tech Sector Earnings

Guidance and spending will be important to watch as analysts have their eyes on annual revenue growth, especially after news of DeepSeek shocked U.S. markets.

January 27, 2025

Market updates

Today's Options Market Update

Nathan Peterson
February 04, 2025
Chris Waterbury

Looking to the Futures

Chris Waterbury
February 04, 2025

Weekly Trader's Outlook

Nathan Peterson
January 31, 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

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.

February 04, 2025

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.

January 31, 2025


Take the No-Spend Challenge

The no-spend challenge has gone viral with Millennials and Gen Z, but it could work for anyone who wants to take control of their money. Consider trying it for 30 days.

January 22, 2025

Storing Estate Documents

Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.

January 21, 2025

Property & Casualty Insurance

If you own a home, car, business, or certain valuables, property and casualty insurance helps protect you against financial loss in unexpected circumstances.

January 21, 2025

High Incomes and Medicare

Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

January 17, 2025

Schwab original podcasts

Onward magazine

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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 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.