Your U.S. Investing Education Center

Discover ways to identify, analyze, and act on U.S. investment opportunities with our timely insights and comprehensive educational resources.

Understanding the U.S. market

Learn how to find favorable trends in the U.S. market along with strategies for capitalizing on them.

Diversification, 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.

August 10, 2026 Chris Ferrarone • Michelle Gibley • Adam Lynch • Heather O'Leary • Michael Rawson, CFA®

Sentiment Boxes to Check

Several metrics including Schwab's STAX report, investor sentiment data, and the greed and fear index can help investors glean how participants view market conditions.

August 05, 2026

The Way You Make Me Feel

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

August 05, 2026

Q2 Tech Earnings Preview Part 2

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

August 03, 2026

Investing & trading

Whether new to U.S. markets or experienced, find ways to take your investing and trading knowledge to the next level.

Large Trader Rule Explained

The Large Trader Rule requires traders whose transactions hit certain thresholds to register with the SEC and meet ongoing compliance requirements. Here's how to remain compliant.

August 12, 2026 Will Daniel

What Is Swing Trading?

Swing trading seeks to profit from moves lasting from days to weeks by using technical analysis to spot price patterns. It requires skill, precise execution, and discipline.

August 11, 2026

Spotting Trends with ADX, 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.

August 04, 2026

Basics of Single-Stock ETFs

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.

July 22, 2026

Portfolio management

Learn about the various roles U.S. securities can play in your portfolio.

Sentiment Boxes to Check

Several metrics including Schwab's STAX report, investor sentiment data, and the greed and fear index can help investors glean how participants view market conditions.

August 05, 2026 Dan Rosenberg

Managing Stock Concentration

A hot run for a handful of stocks can be boon to your portfolio—but also lead to overconcentration. Here's what to know about managing stock concentration risk.

April 10, 2026

Trading Amid Uncertainty

When the market takes a turn, traders may want to go back to basics.

April 03, 2026

Stock Market's Ups and Downs

Many investors think about getting out of the stock market when it gets bumpy. But history shows that staying invested over the long term has resulted in positive gains.

March 18, 2026

Start investing in the U.S. market today.

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