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Investing Strategies

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

Large Trader Rule Explained

The Large Trader Rule requires traders whose transactions hit certain thresholds to register with the SEC and meet ongoing compliance requirements. Here's how to remain compliant.

August 12, 2026 • Will Daniel

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Higher for Longer

The Fed may stay on hold, but hike risks are rising. What might that mean for Treasury yields and bond portfolio positioning?

August 12, 2026

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Today's Options Market Update

The July Consumer Price Index rose 0.1% and core inflation was up 0.2%, which Schwab experts say may keep the Fed on hold. A $42 billion 10-year Treasury auction is on tap today.

August 12, 2026

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Looking to the Futures

Futures markets are in focus as investors await July CPI data, with inflation expectations, Federal Reserve outlook, and moves in energy and grain markets shaping today's trading environment.

August 12, 2026

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Stocks Gain on CPI, AI Reports

The July Consumer Price Index rose 0.1% and core inflation was up 0.2%, which Schwab experts say may keep the Fed on hold. A $42 billion 10-year Treasury auction is on tap today.

August 12, 2026

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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.