Investing Strategies
Insights and information on investing and more from Charles Schwab & Co. Inc.
Investing Strategies
Perspective: Market v. Economy
Strong U.S. economic data has spurred a strong rise in Treasury yields but a tepid response in the stock market. Uncertainty likely will continue in coming months.
Today's Options Market Update
The continued retreat from 14-month high Treasury yields gave stocks an early lift ahead of a long weekend and Monday's inauguration. Housing data exceeded expectations.
Weekly Trader's Outlook
Stocks are on pace for the best weekly gains since November, driven by a drop in bond yields following cooler-than-expected monthly inflation data.
Yields Down, Stocks Climb
The continued retreat from 14-month high Treasury yields gave stocks an early lift ahead of a long weekend and Monday's inauguration. Housing data exceeded expectations.
Looking to the Futures
Natural gas has retreated from a two-year high reached on Sunday but remains elevated compared to recent levels.
Investing Strategies
LA Fires: Muni Bond Risk
The wildfires may affect some municipal bond issuers in the devastated areas, but the impact to other California bonds or to the broader muni market is likely limited.
Deductible Investment Expenses
The IRS allows various tax deductions for expenses related to producing taxable investment income. Do yours qualify?
Treasuries: Riding the Range
Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.
Investing Strategies
Portfolio Management Checklist
Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up.
Major Indexes Sink on Fed News
U.S. stocks retreated as the Fed indicated it likely would lower rates only twice in 2025. The Dow dropped more than 1,000 points, and the S&P slid almost 3%. The Nasdaq lost 3.6%.
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.
Investing Strategies
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.
Personal Finance Calendar
A month-by-month guide to help get your finances in top shape this year.
2025 Wealth Management Outlook
Stay on track in 2025 to reach your financial goals by anticipating tax changes, managing inflation concerns, and being aware of risk management costs.
Investing Strategies
Financial Resolutions
Here are five steps we encourage all investors to consider taking to help boost their financial fitness at any time of the year.
Analyzing Vertical Spreads
Learn how to set up and analyze an options spread using the Risk Profile tool on the thinkorswim platform for more complex trades like vertical spreads.
2025 Municipal Bond Outlook
We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.
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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.