Investing Strategies
Today's Options Market Update
by Nathan Peterson
April 15, 2021
Stocks march higher, driven by strong data, earnings.
by Nathan Peterson
April 15, 2021
Stocks march higher, driven by strong data, earnings.
Schwab Sector Insights: A View on 11 Equity Sectors
by David Kastner
April 15, 2021
What we expect to see over the next three to six months.
by David Kastner
April 15, 2021
What we expect to see over the next three to six months.
Schwab Sector Views: What is Sector Rotation Strategy?
by David Kastner
April 15, 2021
Changes in sector leadership can create opportunities for investors to make tactical sector changes.
by David Kastner
April 15, 2021
Changes in sector leadership can create opportunities for investors to make tactical sector changes.
Weekly Stocks Data Lifts Crude Prices
by Joe Schulte
April 15, 2021
Larger than expected weekly drawdowns in U.S. Crude Oil supplies helped spur a near 5% price jump yesterday.
by Joe Schulte
April 15, 2021
Larger than expected weekly drawdowns in U.S. Crude Oil supplies helped spur a near 5% price jump yesterday.
How to Handle a Bond Bear Market
by Kathy Jones
April 14, 2021
Each bond bear market is unique, but we believe with the right strategy, they can be manageable.
by Kathy Jones
April 14, 2021
Each bond bear market is unique, but we believe with the right strategy, they can be manageable.
How Are Options Taxed?
by Hayden Adams
April 14, 2021
If you’re new to options trading, you may be wondering how those trades are taxed. Here’s a rundown of some potential tax pitfalls with options strategies.
by Hayden Adams
April 14, 2021
If you’re new to options trading, you may be wondering how those trades are taxed. Here’s a rundown of some potential tax pitfalls with options strategies.
The Next Bubble?
by Jeffrey Kleintop
April 12, 2021
The specific set of conditions that have historically characterized the start of an investment bubble appear to be forming.
by Jeffrey Kleintop
April 12, 2021
The specific set of conditions that have historically characterized the start of an investment bubble appear to be forming.
Is the Stock Market Disconnected From the Economy?
by Liz Ann Sonders
April 09, 2021
Examining performance trends over the past year reveals a nuanced relationship.
by Liz Ann Sonders
April 09, 2021
Examining performance trends over the past year reveals a nuanced relationship.
Rising Rates: When to Consider Floating-Rate Notes
by Collin Martin
April 08, 2021
Floaters may benefit when the Federal Reserve hikes short-term rates, but you should also consider other options.
by Collin Martin
April 08, 2021
Floaters may benefit when the Federal Reserve hikes short-term rates, but you should also consider other options.
Will Rising Federal Debt Slow Economic Growth?
by Liz Ann Sonders
April 06, 2021
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it’s not a simple relationship.
by Liz Ann Sonders
April 06, 2021
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it’s not a simple relationship.
Not Always Tax-Free: 7 Municipal Bond Tax Traps
by Cooper Howard
April 06, 2021
If you're interested in tax-free municipal bonds, you might want to keep an eye out for these seven tax traps.
by Cooper Howard
April 06, 2021
If you're interested in tax-free municipal bonds, you might want to keep an eye out for these seven tax traps.
Stimulus Payback: 2023
by Jeffrey Kleintop
March 29, 2021
Policymakers in major economies have pointed to 2023 as the date the stimulus payback may begin.
by Jeffrey Kleintop
March 29, 2021
Policymakers in major economies have pointed to 2023 as the date the stimulus payback may begin.
Quarterly Market Outlook: Different Speeds
by Schwab Center for Financial Research
March 23, 2021
Vaccine rollouts in major countries are proceeding at different speeds, and investors are torn between optimism about business re-openings and concern about rising interest rates.
by Schwab Center for Financial Research
March 23, 2021
Vaccine rollouts in major countries are proceeding at different speeds, and investors are torn between optimism about business re-openings and concern about rising interest rates.
Structuring Your Retirement Portfolio
by Rob Williams
March 18, 2021
A guide for approaching fund allocation in retirement.
by Rob Williams
March 18, 2021
A guide for approaching fund allocation in retirement.
Will the U.S. Dollar Lose its Reserve Status?
by Kathy Jones
March 18, 2021
Easy monetary policy and rising federal budget deficits could undermine confidence in the dollar, but its role as the dominant global currency looks secure.
by Kathy Jones
March 18, 2021
Easy monetary policy and rising federal budget deficits could undermine confidence in the dollar, but its role as the dominant global currency looks secure.
Schwab Sector Views: The State of Real Estate
by David Kastner
March 18, 2021
The COVID-19 crisis has had a big impact on REITs.
by David Kastner
March 18, 2021
The COVID-19 crisis has had a big impact on REITs.
Higher Ground: Fed Keeps Rates Unchanged but Upgrades Outlook
by Liz Ann Sonders
March 17, 2021
The Fed kept rates unchanged, but upgraded its outlook; while the “dots plot” moved higher amid a rising percentage of officials expecting an earlier “lift off” in rates.
by Liz Ann Sonders
March 17, 2021
The Fed kept rates unchanged, but upgraded its outlook; while the “dots plot” moved higher amid a rising percentage of officials expecting an earlier “lift off” in rates.
Bull? Bear? How About a “Bunny” Market?
by Jeffrey Kleintop
March 15, 2021
Not likely a bear market, but it may feel less like last year’s charging bull market. Perhaps a “bunny” market, with the stock market hopping up and down.
by Jeffrey Kleintop
March 15, 2021
Not likely a bear market, but it may feel less like last year’s charging bull market. Perhaps a “bunny” market, with the stock market hopping up and down.
Schwab Market Perspective: Moving, With Bottlenecks
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
March 12, 2021
The economy is accelerating, but unevenly.
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
March 12, 2021
The economy is accelerating, but unevenly.