Insights & Ideas

Market & Investment Insights

Get expert perspectives on market and investing trends to help keep your client portfolios ahead of the game. Through the Schwab Center for Financial Research (SCFR) and Schwab Asset Management®, we offer thought leadership and tools designed to elevate your firm. 

Markets & economy

Get the market commentary and trend forecasting that you need to make data-driven recommendations for your clients.

Government Policy

A Former Fed President Speaks

Jeffrey Lacker, former president of the Federal Reserve Bank of Richmond, shares thoughts on how the Fed operates and why its independence is critical to achieving its mandates.

March 06, 2026

Trading

Weekly Trader's Outlook

Major indices are on track for weekly losses as the U.S./Iran conflict sends oil prices, volatility and Treasury yields higher.

March 06, 2026

Markets and Economy

Stocks Down on Oil, Jobs

Surging oil sent stocks lower as Persian Gulf shipping basically halted, and losses accelerated after the U.S. lost 92,000 jobs in February. Analysts had expected a rise of 60,000.

March 06, 2026

Futures

Looking to the Futures

Gold prices continued to fall on Thursday, as a strengthening dollar maintained pressure on the precious metal

March 06, 2026

US

Fire Below Indexes

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.

March 04, 2026

International

War in Iran: FAQs

What do the attacks on Iran mean for the global economy and markets? We answer some of the questions investors are asking most often.

March 04, 2026

Trading education and strategy consultations

Discuss portfolio-specific topics like managing volatility and generating income through alternative investments during a one-on-one consultation with one of our strategists—and return for more advice as many times as you need. This personalized support is in addition to getting weekly webcasts and market commentary straight from our experienced team.

Learn more about Trading Education

Education & tools

Explore expert analysis and investor tools from Schwab Asset Management that can help you exceed client expectations.  

Investment insights

Stay up to date with research, perspectives, and analysis from the investment professionals at Schwab Asset Management, including their actionable investment ideas and macro perspectives.

Read the latest

Market charts

Help your clients better understand complex market trends with quick-hit visuals. These investor-friendly charts include concise talking points that facilitate client conversations around asset-allocation opportunities. 

Get the charts

Behavioral finance

Find insights and tools to unlock the power of behavioral finance, strengthen client relationships and optimize investing outcomes.

Explore the insights

ETF education

Discover tools, analysis, and insights to help you build your ETF knowledge and select ETFs for client portfolios. Our dedicated resources are crafted by Schwab professionals for all levels of expertise. 

Build your knowledge

About the Schwab Center for Financial Research

One of the ways we show our commitment to investment advisors is through SCFR. This industry-leading research center delivers original, fact-based investment insights on key topics, including:

  • The markets
  • The economy
  • Portfolio management
  • Investment strategy
  • Retirement planning
  • Financial planning

Our experts drive the industry forward with proprietary perspectives that you'll find only at Schwab. Their insightful analysis across a broad range of financial topics can help our clients make better investment decisions.

Liz Ann Sonders

Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc. 

See full bio

Kathy Jones

Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research

See full bio

Want to hear our experts address your market and economic questions?

Listen to the Schwab Market Talk webcast series for monthly insights. 

Take your next step

If you're not yet a Schwab client, contact us to learn more about the benefits and opportunities of working with Schwab.

Get in touch

Keep up with the market

As a Schwab client, you can tap into robust commentary and research right in Schwab Advisor Center®, check out our Research section for daily market updates and more.

Log in to Schwab Advisor Center : opens in a new window
(0126-H63F)

Schwab Asset Management™ is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.