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Investing Strategies

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

Investing Strategies

STAX Trends: Gen X Buys Dip

The Schwab Trading Activity Index™, which tracks client activity to gauge sentiment, rose to its highest level in 54 months in July. Gen X bought the dip; Gen Z turned cautious.

August 11, 2026 Will Daniel

Today's Options Market Update

Stocks are modestly lower on light volume as markets appear to be on standby ahead of tomorrow’s monthly Consumer Price Index (CPI) report.

August 11, 2026

What Is Swing Trading?

Swing trading seeks to profit from moves lasting from days to weeks by using technical analysis to spot price patterns. It requires skill, precise execution, and discipline.

August 11, 2026

Looking to the Futures

Grain markets are heading into one of the more closely watched USDA reports of the summer.

August 11, 2026

Stocks Flat Before CPI

Stocks were flat to slightly higher early, awaiting tomorrow's CPI inflation report. Oil came off its peak on rumored peace progress. Yields remain elevated, a possible headwind.

August 11, 2026

Investing Strategies

Diversification, Concentration

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

August 10, 2026

Did Inflation Turn in June?

Chair Kevin Warsh and Federal Reserve policymakers voted to keep rates unchanged while waiting for more evidence on inflation. Will July's inflation data clarify the path ahead?

August 10, 2026

Bond Strategies for Change

Bond markets can shift quickly. Learn how flexibility, security selection, and credit quality may shape fixed income outcomes—and where actively managed strategies may fit.

August 10, 2026

Investing Strategies

Weekly Trader's Outlook

All the major stock indices, sans the Nasdaq, hit fresh all-time highs this week. A continued flow of strong earnings report, coupled with anticipation of an Iran ceasefire deal, helped fuel the move.

August 07, 2026

Rally Holds Amid Skeptics

As an earnings-driven rally holds, its fate may hinge on data trust, Kashkari's supply-shock case, and where high Treasury yields head next.

August 07, 2026

Bitcoin Flows Near Balanced

Several key flow metrics are roughly in balance as bitcoin drifts sideways and stocks attract more investor attention and money.

August 07, 2026

Investing Strategies

The Way You Make Me Feel

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

August 05, 2026

Tapping an IRA to Buy a Home

Can you tap your IRA to help buy a home? The short answer is yes. But the better question is "should you?" Here are some caveats to consider before you touch your retirement money.

August 05, 2026

Sentiment Boxes to Check

Several metrics including Schwab's STAX report, investor sentiment data, and the greed and fear index can help investors glean how participants view market conditions.

August 05, 2026

Investing Strategies

Spotting Trends with ADX, RSI

Used together, the Average Directional Index and Relative Strength Index can help traders assess a stock's trend, how strong it is, and whether it may be overbought or oversold.

August 04, 2026

Q2 Tech Earnings Preview Part 2

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

August 03, 2026

Beware Tax Drag

Excessive turnover in taxable accounts can lead to tax consequences.

July 31, 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.