Investments
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
The Large Trader Rule: What Clients Need to Know
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.
Tame CPI Adds to Early Stock Gains on AI Earnings
The July Consumer Price Index rose 0.1% and core inflation was up 0.2%, which Schwab experts say may keep the Fed on hold. A $42 billion 10-year Treasury auction is on tap today.
Equity Diversification in an Era of 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.
The Way You Make Me Feel: Sentiment's Message
Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
Spot and Stick to Trends with ADX and 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.
Basics of Single-Stock ETFs: Leveraged and Inverse
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.
Navigating the Global Earnings Boom
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
Great Moderation Era: Drift(ing) Away
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
What Is Deflation? Definition, Causes, Examples
Deflation is a broad drop in prices that can slow consumer spending, hurt corporate profits, and reduce economic growth. Learn what causes it and how it can impact markets.