Your U.S. Investing Education Center
Discover ways to identify, analyze, and act on U.S. investment opportunities with our timely insights and comprehensive educational resources.
Understanding the U.S. market
Learn how to find favorable trends in the U.S. market along with strategies for capitalizing on them.
Trading
Weekly Trader's Outlook
Stocks maintained decent bullish momentum, supported by strong mega-cap tech earnings reports and improving sentiment around trade negotiations.
Futures
Looking to the Futures
The Russell 2000 is down 11% for the year, nearly twice as much as the large-cap indexes.
Markets and Economy
Consumer Sentiment: Does It Matter?
University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
Markets and Economy
Recessions' History Guide
Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.
Investing & trading
Whether new to U.S. markets or experienced, find ways to take your investing and trading knowledge to the next level.
Technical Analysis
Average True Range Indicator
The Average True Range indicator can help traders analyze volatility, place stops and limits, and manage position size.
Technical Analysis
What Are Bollinger Bands?
Bollinger Bands® help you identify sharp, short-term price movements and potential entry and exit points.
Order Types
Walk Limit Orders for Options
Schwab's proprietary Walk Limit orders for options automate the process of placing limit orders, increasing or decreasing the price for traders along the bid/ask spread.
Stocks
3 Gauges of Company Strength
When looking for trade opportunities, be sure to check the income statement, the consolidated balance sheet, and the statement of cash flows.
Portfolio management
Learn about the various roles U.S. securities can play in your portfolio.
Markets and Economy
Moves for a Bad Market
Certain moves could make more sense during a bad market than during a good one. Here are six.
Investments
Capital Market Expectations
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.
Risk
Assessing Your Risk Tolerance
How much risk can you really handle? The answer may surprise you.
Portfolio Management
Risk Tolerance vs. Capacity
It's not how much risk you can stomach that counts—it's how much time you have left to save.
