Investing Strategies
Insights and information on investing and more from Charles Schwab & Co. Inc.
Investing Strategies
Risk-Based Concentration Rules
Margin increases potential return—and risk. To help protect clients and the firm, Charles Schwab uses a risk-based concentration model to set margin requirements.
Today's Options Market Update
Stocks march to fresh record highs, led by strength in technology, as investors abide by the “don’t fight the Fed” moniker.
Tech Up After Rate Cut
After the Fed's long-expected quarter-point rate cut failed to ignite a rally, tech shares came to the rescue this morning as Nvidia announced a collaboration with Intel.
Looking to the Futures
This week President Trump resumed his push to change the reporting requirements for public companies from every 3 months to every 6 months.
How to Invest in Cryptocurrency
Learn how to invest in cryptocurrency responsibly as a beginner, from assessing the risks to choosing the right digital assets.
Investing Strategies
Weekly Trader's Outlook
Stocks looked past softening labor market data and took a "don't fight the Fed" stance this week as stocks climbed higher into record territory.
Perspective: Inflation Problem
A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.
Corporate Bond Opportunities
Investment-grade corporate bond yields remain attractive compared to recent history. And don’t forget that starting yields are often good indicators of future total returns.
Investing Strategies
Fiscal Concerns and Stocks
Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Short Straddles vs. Strangles
Short straddles and strangles can help traders take advantage of range-bound trading or drops in implied volatility. But advanced options strategies carry greater potential risk.
Investing Strategies
Short Straddles vs. Strangles
Short straddles and strangles can help traders take advantage of range-bound trading or drops in implied volatility. But advanced options strategies carry greater potential risk.
Investing: Cryptocurrency
Learn the basics of cryptocurrencies: what they are, their benefits and risks, and how investors can gain exposure to them.
Tax Tips for Traders
Traders have special tax considerations, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.
Investing Strategies
Stock Market Cycle Stages
Learn to identify the four stages of a stock market cycle: accumulation, markup, distribution, and markdown.
How to Read the Fed Minutes
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.
International Bonds Outlook
When the value of the U.S. dollar declines, international developed-market bonds tend to become attractive. Here's why the bond outlook is more positive than it has been for the past decade.
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Insights & Ideas 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 type of securities and investment strategies mentioned 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 or economic conditions.