Trading

Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results. 

Looking to the Futures

Crude oil futures (/CLZ25) ended Friday’s session slightly higher, as an apparent easing of U.S./China trade tensions appears supportive for energy demand.

Weekly Trader's Outlook

All of the majors, sans the Russell 2000, hit fresh record highs this week which was largely supported by strength in mega-cap tech. While a 25-basis-point cut from the Fed also didn't hurt, the future trajectory of rate policy remains cloudy.

Round Lots Regulatory Changes

New regulations will impact how bid, ask, and last sizes display on Schwab platforms starting Nov. 3, 2025. The updates will take effect automatically—no client action is required.

Q3 Tech Earnings Preview: All Eyes on AI Spending

As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.

Unbalanced Butterfly and Strong Directional Bias

A guide to using unbalanced butterflies for traders who have a strong directional bias but want to generate income and ensure they have defined risk.

A Guide to the Covered Strangle Options Strategy

Learn how covered strangles can potentially help traders earn extra income from options and manage their stock positions during periods of sideways trading.

Investing Basics: What Are Stocks?

Start your investing journey by learning how stocks work, how to analyze them, and the benefits and risks involved with owning them.

How to Tell If a Market Is Overbought or Oversold

Overbought and oversold readings aren't as straightforward as they sound. But understood in context, they can provide traders some insight when making entry and exit decisions.

Q3 Bank Earnings Preview: Profit Path Uncertain

Big banks begin reporting Tuesday and are expected to benefit from a steeper yield curve, strong trading, and investment banking demand. The profit path ahead is less certain.

Better Half? Biannual Earnings Proposed, Assessed

President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?