Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

What Could Surprise in Q3

Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.

July 15, 2024 Jeffrey Kleintop

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

July 15, 2024

Perspective: Connecting Pieces

Softening inflation supports the potential for a Federal Reserve interest rate cut in coming months, but there are complexities below the surface.

July 12, 2024

Investment Rules to Live By

Liz Ann Sonders interviews market veteran Ned Davis about his overall strategy and the importance of understanding market psychology.

July 12, 2024

Outlook: Municipal Bonds

Although the market is off to a rough start to the year, we think it should recover.

July 11, 2024

Market updates

Joe Mazzola

Schwab Market Update: Opening

Joe Mazzola
July 18, 2024
Quin Fields

Looking to the Futures

Quin B. Fields
July 18, 2024
Joe Mazzola

Today's Options Market Update

Joe Mazzola
July 17, 2024

Weekly Trader's Outlook

Nathan Peterson
July 12, 2024

Popular in trading

What to Watch as You Trade

To participate more actively in the market, it's important to know what kind of trader you want to be and which metrics to follow. Schwab's veteran traders share some ideas.

May 15, 2024

Swing Trading Stock Strategies

Learn some of the basic entry and exit signals and money management techniques used in swing trading.

May 14, 2024

Ins and Outs of Short Selling

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

March 11, 2024

Futures Trader on thinkorswim®

Learn how to trade futures using the Futures Trader tab on thinkorswim® desktop.

February 29, 2024

Understanding Option Greeks

Learn how option Greeks can help you evaluate the risks and rewards of options contracts.

November 02, 2021

Planning and retirement

Stock options: NQSOs & ISOs

Information about stock options, including RSUs and RSAs, what they are, how they're taxed, and how to sell your shares.

July 16, 2024

Info about ESPPs

Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

July 16, 2024


Info on restricted stocks

Information about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

July 16, 2024

Family Help: Loan vs. Gift

Be sure you know what you're getting into before you agree to a family loan.

July 12, 2024

Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

July 12, 2024

Outlook: Municipal Bonds

Although the market is off to a rough start to the year, we think it should recover.

July 11, 2024

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.

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