Investments

Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.

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Equity Diversification in an Era of Concentration

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

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The Way You Make Me Feel: Sentiment's Message

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

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Trading

Spot and Stick to Trends with ADX and RSI

Used together, the Average Directional Index and Relative Strength Index can help traders assess a stock's trend, how strong it is, and whether it may be overbought or oversold.

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ETFs

Basics of Single-Stock ETFs: Leveraged and Inverse

Single-stock ETFs offer leveraged or inverse exposure to a single company. These funds pose unique risks and aren't for everyone. Here are a few basics.

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International

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

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Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

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Markets and Economy

What Is Deflation? Definition, Causes, Examples

Deflation is a broad drop in prices that can slow consumer spending, hurt corporate profits, and reduce economic growth. Learn what causes it and how it can impact markets.

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IPOs

IPO Basics: What to Know Before Investing

IPOs can be appealing, but they also require caution. Learn how the IPO process works, what to review before investing, and why hype doesn't always signal a good investment.

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Markets and Economy

What Is Inflation? How It Works and Why It Matters

Inflation is a broad rise in the prices of goods and services over time that reduces purchasing power. Learn what causes it, how it's measured, and why it matters to investors.

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What Is Stagflation? Causes, Examples, and Impact

Stagflation is a mix of high inflation, weak economic growth, and rising unemployment. Learn what causes it, how it affects markets, and what it can mean for investors.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

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. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex 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.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

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