Insights & Education

Keeping you at the forefront of modern investing 

The latest commentary

2024 Global Outlook

Our outlook for 2024 is for a gradual U-shaped recovery composed of seemingly chaotic movements in economic data with turning points in policy rates and earnings growth.

December 04, 2023 Jeffrey Kleintop

2024 U.S. Outlook

Economic pain is likely in 2024, but that doesn’t mean stocks will struggle all year, especially if there is a continuation of the rolling recessions that have hit the economy.

November 27, 2023

Is China Investable?

Reasons prompting concern around investing in China may be improving, but volatility is likely to remain characteristic of Chinese stocks in 2024.

November 20, 2023

Congress Averts Shutdown, Again

The bill will keep the federal government running into early 2024, but likely increases the risk of a shutdown in February.

November 16, 2023

Roller Coaster: Markets Take a Ride

Like some advances earlier this year, the market's current surge hasn't been defined by strong breadth underneath the surface—which will be key for a sustained, durable advance.

November 13, 2023

Market updates

Schwab Center for Financial Research

Schwab Market Update: Opening

Schwab Center for Financial Research
December 05, 2023
Chris Waterbury

Looking to the Futures

Chris Waterbury
December 05, 2023
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
December 01, 2023

Popular in trading

Planning and retirement

Education: 529 Savings Plans

A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses.

August 24, 2023

Congress: Retirement Package

Among other provisions, the SECURE Act 2.0 will raise the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account to 73, beginning in January 2023.

December 23, 2022

Does Market Timing Work?

We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point.

July 15, 2021

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

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. Call Schwab at 18004354000 for a current copy. Supporting documentation for any claims or statistical information is available upon request.

Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Spread trading must be done in a margin account. Multiple leg options strategies will involve multiple per-contract charges. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.

Futures and futures options 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. Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Futures, futures options, and forex trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Charles Schwab Futures and Forex LLC (NFA Member) and Charles Schwab & Co., Inc. (Member FINRA/SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

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