Investing Strategies
Insights and information on investing and more from Charles Schwab & Co. Inc.
Investing Strategies
What to Know About AI Now
Advances in AI technology have the potential to fundamentally alter our lives. A Schwab expert and a Harvard professor discuss what the future of AI could mean for investors.


Direct Indexing Tax Guide
Direct indexing has the potential to boost after-tax returns for investors seeking a more tax-efficient portfolio. Here's what to consider before implementing this tax strategy.

The Case for Active Bond Funds
Active bond funds have often outperformed the broader bond market over the past 15 years. Here's a look at how they work—and what to consider when researching them.

Using thinkorswim® Alerts
Schwab's thinkorswim® trading platform offers a wealth of alerts to help you keep tabs on your trades and the market. Here's how to use them as your virtual trading assistant.

Today's Options Market Update
Wall Street seemed to take a breath after the latest jobs report showed employment gains nearly matched expectations, while the unemployment rate rose only slightly to 4.1%.
Investing Strategies

Direct Indexing Tax Guide
Direct indexing has the potential to boost after-tax returns for investors seeking a more tax-efficient portfolio. Here's what to consider before implementing this tax strategy.

Weekly Trader's Outlook
Stocks are on pace for weekly losses as trade and economic uncertainty continues to infiltrate the investor psyche. However, several technical indicators are suggesting an oversold state which could lead to a mean reversion bounce next week.

The Case for Active Bond Funds
Active bond funds have often outperformed the broader bond market over the past 15 years. Here's a look at how they work—and what to consider when researching them.
Investing Strategies

The Case for Active Bond Funds
Active bond funds have often outperformed the broader bond market over the past 15 years. Here's a look at how they work—and what to consider when researching them.

Markets Rise on Jobs Data
Wall Street seemed to take a breath after the latest jobs report showed employment gains nearly matched expectations, while the unemployment rate rose only slightly to 4.1%.

Looking to the Futures
Equity markets continued their slide yesterday as bond yields push higher.
Investing Strategies

Tariff Confusion Hits Stocks
U.S. stocks retreated amid more tariff confusion and chip market pressure. The Dow dropped more than 400 points, and the S&P slid almost 1.8%. The Nasdaq lost 2.6%.

Treasury Bond Yields Head Down
Treasury yields have been falling for weeks. Yet inflation expectations remain high and recent growth data have been fairly strong—not a traditional backdrop for declining yields. What's happening?

Where to Stash Your Cash
If you want to make the most of your cash, you have a lot of choices. But it pays to choose carefully.
Investing Strategies

How to Trade Futures on thinkorswim® for Beginners
Learn the risks and benefits of futures trading and how to get started with practice trades using the paperMoney® feature on the thinkorswim® desktop platform.

What Are Stock Sectors?
Here are key facts to know about equity sectors—what they are, what they do, and how stock sectors can be used in investing.

Retirement Income Challenges
Turning your retirement savings into a steady stream of income can be tricky. Here are three challenges to plan for.
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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.