scroll50-dblclk
reii-homst
reii
homlp

Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

Stocks Rise as Mega Caps Lead

Stocks rebounded early with help from mega caps after Thursday's reversal, but recent rallies flamed out. Still, the market is near all-time highs approaching next week's CPI data.

August 08, 2025 Joe Mazzola

Bond Markets at a Turning Point

Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.

August 06, 2025

Washington: What to Watch Now

Congress is in recess but will face a scramble in September to fund the government by the end of the fiscal year. Meanwhile, tariffs are about to kick in on 70-plus countries.

August 05, 2025

Job Revisions Send a Chill

The July jobs report revealed significant downward revisions to payroll growth in the aftermath of the trade war, while also underscoring supply-side stress.

August 04, 2025

Trading Amid Uncertainty

When the market takes a turn, traders may want to go back to basics.

August 01, 2025

Market updates

Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
August 08, 2025
Rob Fleming

Today's Options Market Update

Rob Fleming
August 08, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
August 08, 2025

Popular in trading

Rules For Cash Trades

Understanding the timing for setting transactions is important when trading with cash so that traders aren't hit with account restrictions.

December 17, 2024

Ins and Outs of Short Selling

Make sure you understand the risks of short selling before taking the plunge.

March 11, 2024

Intro to thinkorswim® Desktop

Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.

August 28, 2023

Trading Futures vs. Stocks

Stocks and futures both trade on exchanges, but that's where the similarities end. Futures contracts expire on a set date and can be traded using much more leverage.

April 26, 2023

Planning and retirement

Trusts and Rates

The three estate planning strategies that can benefit from low interest rates.

August 08, 2025

Business Succession Planning

For entrepreneurs, retirement planning should include decisions about their company's future. Here are strategies to consider for successfully transferring ownership of a business.

August 08, 2025


What is Tax-Gain Harvesting?

Strategically selling your winning investments could reduce current and future taxes.

August 07, 2025

6 Steps for a Slowing Economy

The economy moves in cycles. But instead of worrying about a downturn, take these steps to help prepare your finances for whatever the future may bring.

August 06, 2025

What Is a Reverse Rollover?

Two scenarios in which a reverse rollover may make sense.

August 05, 2025

Roth IRAs for Kids

Using some after-school and summer earnings to save for retirement could lighten the burden for teen investors later in life.

August 04, 2025

Schwab original podcasts

Onward magazine

0723-32A7

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.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options"  before considering any option transaction. Call Schwab at 18004354000 for a current copy. Supporting documentation for any claims or statistical information is available upon request.

Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Spread trading must be done in a margin account. Multiple leg options strategies will involve multiple per-contract charges. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.

Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products. Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Futures, futures options, and forex trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Charles Schwab Futures and Forex LLC (NFA Member) and Charles Schwab & Co., Inc. (Member FINRA/SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.