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Investing Strategies

Insights and information on investing and more from Charles Schwab & Co. Inc.

Investing Strategies

Fed's Dual Mandate Explained

The Fed's dual mandate requires it to promote maximum employment and price stability. Learn how these goals can conflict and what they can tell investors about Fed policy.

September 17, 2026 Will Daniel

Today's Options Market Update

Stocks are higher across the board around midday as lower oil prices and Treasury yields give the bulls an assist.

September 17, 2026

Looking to the Futures

Fed Chairman Kevin Warsh set expectations surrounding their conviction towards a two percent target inflation rate.

September 17, 2026

Stocks Up on Weaker Crude

After the Fed's hike, stocks jumped early on lower oil and yields. Saudi Arabia plans to get oil flowing after attacks, and investors seem encouraged by the Fed fighting inflation.

September 17, 2026

Are Munis Still Worth It?

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

September 16, 2026

Investing Strategies

Are Munis Still Worth It?

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

September 16, 2026

How to Read an Earnings Report

Learn how to read an earnings report step by step, from analyzing the balance sheet and cash flow statement to assessing guidance and management commentary.

September 15, 2026

How to Manage Cash by Goal

Organize your cash into three buckets—expenses and bill pay, an emergency fund, and future opportunities—so each dollar has a job and you stay ready for what life brings.

September 15, 2026

Investing Strategies

Weekly Trader's Outlook

Stocks remained range-bound, but underlying market volatility, sector rotation, rising oil prices, Treasury yields, and positioning ahead of next week's FOMC meeting kept the outlook cautious as equities tested key support levels.

September 11, 2026

Rates, Rigs, and Repositioning

A possible Fed hike puts tech in focus, oil climbs past $100 with hurricane risk looming, and retail traders grow more selective while bitcoin holds a pivotal level.

September 11, 2026

AI and Portfolio Changes

The improvisational comedy concept of "yes, and…" can help investors adapt to novel developments in the marketplace, such as the rise of AI.

September 10, 2026

Investing Strategies

AI and Portfolio Changes

The improvisational comedy concept of "yes, and…" can help investors adapt to novel developments in the marketplace, such as the rise of AI.

September 10, 2026

MOVE Index Explained

The MOVE Index, a.k.a. the "VIX of bonds," helps investors track volatility across U.S. Treasuries. Sometimes, it can signal future action in equities.

September 09, 2026

STAX Trends: Gen X Pulls Back

The Schwab Trading Activity Index™, which tracks client trading activity to gauge sentiment, retreated from four-year highs in August. Gen X ended their three-month bullish run.

September 09, 2026

Investing Strategies

Understanding Analyst Ratings

Research analysts assign buy, sell, hold, and other ratings to stocks in their research reports. Here's what these stock ratings mean, and how investors can use them.

September 08, 2026

Thematic vs. Sector Funds

Thematic investing strategies can help you diversify in different ways than a sector-based fund might—just make sure you know what you're buying.

September 08, 2026

What Are Money Market Funds?

Money market funds offer stability, income, and easy access for cash that you need to keep on hand for emergency funds, near-term spending needs, and upcoming purchases.

September 04, 2026

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Insights & Education are provided by Charles Schwab & Co., Inc.

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.