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Investing Strategies

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

Investing Strategies

Navigating a Windfall

Three tips for incorporating a large influx of assets into your financial plan.

November 03, 2026 • Matt Sommer • Hayden Adams

Tax-Aware Long-Short Investing

Tax-aware long-short strategies have gained popularity as investors recognize how taxes affect total returns. Here's how they work and how they differ from direct indexing.

November 03, 2026

Today's Options Market Update

Stocks mixed, with tech seeing some bid support, as investors monitor Middel East headlines and await results from Election Day.

November 03, 2026

Looking to the Futures

Lean hog futures have been under steady pressure since early September.

November 03, 2026

Election Day Opens With Gains

Tech stocks rebounded early on Election Day with Arm and AMD due later. Apple slid on margin fears after earnings and the U.S. struck Iran, but hopes for diplomacy sent oil down.

November 03, 2026

Investing Strategies

Intraday Margin Buying Power

Intraday margin buying power offers more flexibility for traders to open and close positions during the trading day. To use effectively, there are risks and rules to understand.

November 02, 2026

Personal Finance Calendar

A month-by-month guide to help get your finances in top shape this year.

November 02, 2026

Technical Analysis Weekly

Weekly technical analysis from Charles Schwab. Track indicators, chart patterns, support and resistance, and market trends to inform your trading decisions.

November 02, 2026

Investing Strategies

Extended Hours on Cboe Options

To potentially help traders manage risk and seize opportunities in equity options trading, the Cboe has introduced extended hours for options on select equities and ETFs.

November 02, 2026

Weekly Trader's Outlook

Most of the majors are on track for weekly losses as disappointing tech earnings results/guidance generate "risk off" sentiment from investors.

October 30, 2026

Spending, Spreads, and Swings

Investors punish mega-caps for committing too much cash to AI, GDP tops estimates amid stalled consumer spending, and volatility could continue through next week's midterms.

October 30, 2026

Investing Strategies

What Is Day Trading?

Learn how day trading works, common strategies like scalping and momentum trading, risks involved, and how it differs from long-term investing.

October 29, 2026

Equity Factors Explained

Equity factor analysis can help explain market leadership, reveal portfolio concentrations, and compare strategies, but note that factor definitions and performance vary.

October 29, 2026

Hedging a Portfolio

Hedging with futures may help reduce risk in a portfolio. Lower volatility can translate into lower risk.

October 29, 2026

Investing Strategies

What Is Private Equity?

Private equity funds are increasingly accessible—but do they deserve a place in your portfolio?

October 28, 2026

Short Interest Monitor: 10/28

The Short Interest Monitor tracks stocks with elevated and rising short interest. The latest edition features two major neocloud providers that have made recent headlines.

October 28, 2026

The Economics of Crypto Tokens

Jevons Paradox helps explain how lower blockchain costs may boost adoption—and why token value depends on usage growth outpacing supply.

October 28, 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.