Fundamental Analysis

Examine economic and financial factors to estimate a security's value.

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Stocks

How Stock Buybacks Work and Why They Matter

Stock buybacks are a major driver of equity markets. Learn how they work, why companies use them, the risks involved, and how to evaluate them as an investor.

Stocks

How Stock Buybacks Work and Why They Matter

Stock buybacks are a major driver of equity markets. Learn how they work, why companies use them, the risks involved, and how to evaluate them as an investor.

Fundamental Analysis

Economic Moats: Why They Matter

Learn how durable competitive advantages like scale, brand strength, and high switching costs can potentially help companies protect profits and market share over the long term.

Fundamental Analysis

Economic Moats: Why They Matter

Learn how durable competitive advantages like scale, brand strength, and high switching costs can potentially help companies protect profits and market share over the long term.

Fundamental Analysis

Getting Started with Equity Research Reports

Equity research reports can help investors assess a stock, but sometimes they're confusing or complicated. Learning how they work can help investors make more informed decisions.

Fundamental Analysis

Getting Started with Equity Research Reports

Equity research reports can help investors assess a stock, but sometimes they're confusing or complicated. Learning how they work can help investors make more informed decisions.

Fundamental Analysis

Trading in an Uncertain Market

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

Fundamental Analysis

Trading in an Uncertain Market

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

Stocks

Meme Stocks Ride Again, But Caution Is the Word

This week's meme stock rallies brought memories of similar moves in 2021 and worries of a market top. While history may not repeat, anyone considering these stocks should be wary.

Stocks

Meme Stocks Ride Again, But Caution Is the Word

This week's meme stock rallies brought memories of similar moves in 2021 and worries of a market top. While history may not repeat, anyone considering these stocks should be wary.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

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. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex 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.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

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