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

Washington: What to Watch Now

The recent military action in Venezuela is top of mind as 2026 begins.

January 06, 2026

Markets and Economy

Stocks Flat as Data Awaited

With jobs data ahead starting Wednesday but no major earnings or numbers today, focus could continue to be on the situation in Venezuela. The "Santa Claus" rally failed to show up.

January 06, 2026

Futures

Looking to the Futures

Crude oil futures (/CLG26) saw whipsawed trading action in the Sunday and Monday sessions undecided on direction as news surrounding Venezuela’s oil economy was digested by investors.

January 06, 2026

Markets and Economy

2025 Review With Note on Venezuela

The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.

January 05, 2026

Trading

Weekly Trader's Outlook

Stocks are mostly higher to start the New Year, yet remain on track for weekly losses as investors search for areas in the market to put fresh capital to work.

January 02, 2026

Investments

10 Common Investing Questions

Discover expert answers to some of the most common questions about investing. We'll cover topics like why to invest, when to invest, how much to invest, and more.

December 22, 2025

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.

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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.

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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. 

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Behavioral finance

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

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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. 

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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. 

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Kathy Jones

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

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

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

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