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Investing Strategies

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

Investing Strategies

Margin and Money Market Funds

Money market funds aren't the same as cash when it comes to margin loans. Understanding the key differences can help avoid surprise margin loans and interest charges.

November 04, 2025

AI Concerns as Palantir Slides

Though Palantir exceeded expectations, shares slid 6%, taking other AI stocks down. Advanced Micro Devices reports later. Negative bank CEO remarks also weighed on the market.

November 04, 2025

Looking to the Futures

Soybeans continued their rally to start the week as traders remain optimistic that China will continue their buying.

November 04, 2025

Today's Options Market Update

The S&P 500 and Nasdaq are higher around midday as markets look toward this week’s high-profile earnings releases and a few economic data points to gauge investor sentiment.

November 03, 2025

German Stimulus: What's Next?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

November 03, 2025

Investing Strategies

Weekly Trader's Outlook

All of the majors, sans the Russell 2000, hit fresh record highs this week which was largely supported by strength in mega-cap tech. While a 25-basis-point cut from the Fed also didn't hurt, the future trajectory of rate policy remains cloudy.

October 31, 2025

Mega-Cap Concentration Risks

Mega-cap concentration in the S&P 500 index recently reached its highest level in more than 35 years. Is your portfolio prepared for the related concentration risks?

October 30, 2025

How to Read the Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.

October 29, 2025

Investing Strategies

How to Read the Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.

October 29, 2025

5 Reasons to Consider Munis Now

Municipal bonds offer tax-adjusted yields, generally high credit quality, and other advantages that may make them attractive investments.

October 28, 2025

Understanding Solana ETPs

Trading of solana ETPs started October 28, 2025, but investors should proceed with caution.

October 28, 2025

Investing Strategies

Understanding Solana ETPs

Trading of solana ETPs started October 28, 2025, but investors should proceed with caution.

October 28, 2025

Q3 2025 Tech Earnings

As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.

October 27, 2025

Update on High-Yield Defaults

Bankruptcies by high-yield issuers have made headlines recently, but defaults have grown more common in recent years.

October 24, 2025

Investing Strategies

Charting: Unbalanced Butterfly

A guide to using unbalanced butterflies for traders who have a strong directional bias but want to generate income and ensure they have defined risk.

October 23, 2025

A Guide to Covered Strangles

Learn how covered strangles can potentially help traders earn extra income from options and manage their stock positions during periods of sideways trading.

October 22, 2025

Perspective: In the Dark

The stock and bond markets are taking the government shutdown—and lack of data releases—in stride, but how long the calm might last is an open question.

October 17, 2025

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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.