AI Concentration & the Case for Rebalancing Charles Schwab 2026-09-20 | AI Concentration & the Case for Rebalancing
Analyze Trades Using Risk Profile on thinkorswim® Charles Schwab 2025-10-13 | 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 bit.ly/OptionsDisclosureDocument before considering any options transaction. Learn how to read the Risk Profile tool on the thinkorswim® Analyze tab to help calculate the probability of profit and loss on trades. The tool can help you visualize the impact of factors like price, implied volatility, and time on options trades.Subscribe to our channel: bit.ly/SubscribeCharlesSchwab Check out more Insights & Education from Charles Schwab: schwab.com/learn Connect with Charles Schwab: Facebook: facebook.com/CharlesSchwab X: x.com/CharlesSchwab Open an account with Charles Schwab: schwab.com/open-an-account(1025-SPX8)
The Government is Shut Down. Whats That Mean for the Stock Market? Charles Schwab 2025-10-13 | Does a government shutdown hurt or help the stock market? Charles Schwab Senior Investment Strategist Kevin Gordon provides some helpful historical context.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[1025-V4PH]
How Do Healthcare Costs Actually Work? Charles Schwab 2025-10-13 | After you listen: • Read more from Chris Kawashima in his article "What is Health Insurance and Do I Need It? (schwab.com/learn/story/what-is-health-insurance) " • Explore more of Schwab's insights on health care (schwab.com/learn/topic/health-care) .Health-care costs are a major part of most households' budgets, yet many people struggle to understand what they're actually paying for. This episode breaks down how health insurance coverage works, what common medical expenses really mean for your wallet, and how to make smarter choices during open enrollment. Host Mark Riepe is joined by return guest Chris Kawashima, a director of financial planning at the Schwab Center for Financial Research, to explain key terms like deductibles, copays, and coinsurance. They offer practical strategies for managing costs year-round and also discuss smart ways to use tools like FSAs and HSAs to save for short-term and long-term health-care needs. Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder (schwab.com/financialdecoder) . If you enjoy the show, please leave us a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1440529681) .Reach out to Mark on X @MarkRiepe (twitter.com/MarkRiepe) with your thoughts on the show.Follow Financial Decoder on Spotify (open.spotify.com/show/5eKsYzSemWDLIQhSwezJyc) to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.1025-UR8D Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com (pcm.adswizz.com) for information about our collection and use of personal data for advertising.
Government Shutdown Drives Reliance on Other Data Charles Schwab 2025-10-10 | This week, Liz Ann Sonders and Kathy Jones discuss the implications of the ongoing government shutdown and the impact on key economic indicators and market data. They analyze the current state of the bond and equity markets, the reliance on alternative data sources in the absence of government data, and the upcoming earnings season. Their conversation highlights the bifurcations in market performance, particularly between larger and smaller companies, and the impact of fiscal policy on global bond markets. They also touch on consumer behavior in response to tariffs and the importance of monitoring key economic indicators moving forward.On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-T88J)
Long Options Around Earnings? Think Twice Charles Schwab 2025-10-09 | Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document: bit.ly/2v9tH6D If you're planning to trade options around earnings announcements, beware of the volatility crush. Earnings announcements have the potential to increase the implied volatility around an options contract, so make sure you're covering your bases.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0625-9M14]
How to Set Up thinkorswim® for Trading Futures | Official thinkorswim Tutorial Charles Schwab 2025-10-09 | 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: schwab.com/Futures_RiskDisclosure prior to trading futures products.thinkorswim® is one of the most powerful trading platforms around, but if you're just sticking with the default settings, you're missing out. Watch this video for some insider tips on how to customize thinkorswim, especially for trading futures, creating custom watchlists, setting up the Active Trader ladder, and more features you don't want to miss.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account(0825-1CW1)
Trading Futures on thinkorswim® mobile (iPhone) Charles Schwab 2025-10-09 | 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 schwab.com/Futures_RiskDisclosure prior to trading futures products.Futures can be a fast-paced trading experience where profits and losses can pile up quickly, but you can't always be at your computer. The thinkorswim® mobile app lets you trade on the go. In this demo, you'll learn how to search for and place futures trades using an iPhone.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learn Connect with Charles Schwab: Facebook: facebook.com/CharlesSchwab X: x.com/CharlesSchwab Open an account with Charles Schwab: schwab.com/open-an-account (0625-2PRA)
How To Trade Futures on thinkorswim® web Charles Schwab 2025-10-09 | 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 schwab.com/Futures_RiskDisclosure prior to trading futures products.Placing futures trades with thinkorswim® web means seamless trading without being tied to your desktop. In this video, we’ll demonstrate how to place futures trades using thinkorswim web as well as some of the advanced features of thinkorswim.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0625-2WG7]
Bull Market Keeps Running—What Could Trip It Up? Charles Schwab 2025-10-09 | The bull market has been running since April, despite persistent economic and political headwinds, including tariffs, sticky inflation, a weakening jobs outlook, questions about the Fed's independence, and now a government shutdown. On this episode of WashingtonWise, Joe Mazzola, head trading and derivatives strategist at Charles Schwab, joins host Mike Townsend to discuss traders’ perspectives on whether this market can sustain its momentum amid policy and political uncertainty. Joe shares his thoughts on the potential impact of the government shutdown, especially the lack of crucial economic data, on the markets and the Fed’s monetary policy decisions. He shares how traders are thinking about tariffs, the artificial intelligence boom, and the strategic use of cash in a portfolio. And he offers some practical guidance on whether it is time for investors to take some profits and where to look for potential opportunities.Mike also shares updates on what to watch for as lawmakers try to find a path to ending the shutdown, how the Supreme Court is getting set to weigh in on whether the president can fire a Fed governor, and why investors should pay attention to two recent White House personnel decisions. WashingtonWise is an original podcast for investors from Charles Schwab (schwab.com) . For more on the series, visit schwab.com/WashingtonWise (schwab.com/washingtonwise) .If you enjoy the show, please leave a ★★★★★ rating or review on Apple Podcasts (http://getpodcast.reviews/id/1478013779) .IMPORTANT DISCLOSUREThe policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.Technical analysis is not recommended as a sole means of investment research.There is no guarantee that execution of a stop order will be at or near the stop price.Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund.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. Indexes are unmanaged, do not incur management fees, costs, and expenses (and/or "transaction fees or other related expenses"), and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions (http:...
Market Snapshot | October 2025 Charles Schwab 2025-10-08 | Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.Subscribe to our channel: youtube.com/charlesschwabCheck out Schwab Insights & Education: schwab.com/learn(1025-RA9G)
How Mindset Shapes Success Charles Schwab 2025-10-06 | Learn how approaching new skills or challenges with openness, effort, and curiosity can take you farther than you might expect.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabConnect with Charles Schwab: Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwab
How Mindset Shapes Success Charles Schwab 2025-10-06 | Most of us label ourselves early on as academic (or not), athletic (or not), or talented (or not). But even if you feel like you're lacking in natural talent or ability in certain areas, approaching new skills or challenges with openness, effort, and curiosity can take you farther than you might expect.In this episode of Choiceology with Katy Milkman (http://www.katherinemilkman.com) , we look at the stories we tell ourselves about our abilities—and how to create conditions that can shape our trajectories for growth and achievement.You'll hear from Donna Ferguson (donnafergusonmedia.wixsite.com/website-1) , a freelance journalist with The Guardian (theguardian.com/profile/donna-ferguson) and The Observer (observer.co.uk/contributor/donna-ferguson?type=read) , along with a couple of adults from a piece (theguardian.com/lifeandstyle/2025/jan/12/its-never-too-late-meet-the-adults-making-big-changes-later-in-life) she wrote about embracing learning new skills and personal growth later in life. Then, Katy speaks with Mary Murphy (marycmurphy.com/about) , a professor of psychological and brain sciences at Indiana University (https://psych.indiana.edu/directory/faculty/murphy-mary.html) , where she conducts pioneering research on motivation, performance, and the distinction between growth and fixed mindsets. Murphy is the author of the book Cultures of Growth: How the New Science of Mindset Can Transform Individuals, Teams, and Organizations (marycmurphy.com/cultures-of-growth) . Her mentor is Carol Dweck, author of the book Mindset: The New Psychology of Success (amazon.com/Mindset-Psychology-Carol-S-Dweck/dp/0345472322) .Choiceology (schwab.com/learn/choiceology) is an original podcast from Charles Schwab. For more on the show, visit schwab.com/podcast (schwab.com/podcast) .If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1337886873) .Important DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.This material is intended for general, informational and educational purposes only. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Investing involves risk including loss of principal.The books How to Change: The Science of Getting from Where You Are to Where You Want to Be, Cultures of Growth: How the New Science of Mindset can Transform Individuals, Teams, and Organizations, Mindset: The New Psychology of Success, The Seven Habits of Highly Effective People, and Grit are not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the books and makes no representations about its content.1025-R4A6
Surveying the Corporate Credit Landscape (With Joel Levington) Charles Schwab 2025-10-03 | In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the implications of the government shutdown on employment data and the Federal Reserve's dual mandate. They analyze the challenges posed by the potential lack of government data and the reliance on private sector indicators like ADP. Then, Kathy Jones speaks with Joel Levington, who has more than 25 years’ experience in corporate credit research. Kathy and Joel discuss the overall current state of the credit markets, focusing on corporate credit health, the auto industry's challenges, and some of the impacts of economic disparities on consumer credit. They explore the significance of credit ratings, the rise of private credit, and the implications of inflation and government policies on the economic outlook.Finally, Kathy and Liz Ann discuss upcoming economic data and how earnings season could shape market expectations.On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-NWPB)
Automate Options Trade Exits with This thinkorswim® Tool Charles Schwab 2025-09-30 | Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document: bit.ly/2v9tH6DLearn how to automate exiting options trades using advanced order types like one-cancels-other (OCO) on the thinkorswim desktop trading platform.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0725-8B0X]
Do Alternative Investments Have a Role in Your Portfolio? Charles Schwab 2025-09-29 | After you listen: • Learn more about this episode's topic in "Alternative Investments: A Non-Traditional Approach to Investing (schwab.com/learn/story/alts-hedge-funds-private-equity-and-more) ." • Find more resources about alternative investments at Schwab (schwab.com/alternative-investments) .From hedge funds to private equity, alternative investments cover a wide range of assets outside of traditional markets. In this episode, Mark is joined by Ken Pennington, director of alternative investments and manager research at Schwab, to unpack what they are, how they work, and the key differences that set them apart from traditional stocks and bonds. He and Mark also discuss why investors consider alternatives and where they might fit in broader investment strategies.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder (schwab.com/financialdecoder) . If you enjoy the show, please leave us a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1440529681) .Reach out to Mark on X @MarkRiepe (twitter.com/MarkRiepe) with your thoughts on the show.Follow Financial Decoder on Spotify (open.spotify.com/show/5eKsYzSemWDLIQhSwezJyc) to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.Investing involves risk, including loss of principal.Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses.Alternative investments, including hedge funds and funds that invest in alternative investments, often employ leveraging and other speculative practices that increase an investor’s risk of loss to include complete loss of investment, often charge high fees, and can be highly illiquid and volatile. Alternative investments may lack diversification, involve complex tax structures and have delays in reporting important tax information. Alternative investments that are closed end funds registered under 1933 or 1940 act would be subject to the same regulatory requirements as mutual funds. Other registered and unregistered funds are not subject to the same regulatory requirements as mutual funds.Alternative investments, including funds that invest in alternative investments, are risky and may not be suitable for all investors. Alternative investments often employ leveraging and other speculative practices that increase an investor’s risk of loss to include complete loss of investment, often charge high fees, and can be highly illiquid and volatile. Alternative investments may lack diversification, involve complex tax structures and have delays in reporting important tax information. Registered and unregistered alternative investments are not subject to the same regulatory requirements as mutual funds.Alternative investments are speculative and involve a high degree of risk. Investors may lose all or a substantial portion of their investment. Alternative investments cover a wide array of strategies, including real estate, private equity, private credit, and hedge funds. Risks will vary based on each unique strategy and can include investments in highly illiquid assets or securities, use of leverage, higher fees, lower transparency, tax risks, and limited ability to redeem or limited transferability.Alternative investments may have limited or no liquidity, redemptions or repurchases may not be permitted and no public market may exist to make full or partial liquidations. An investor’s capital may potentially be locked for seven or more years. Certain strategies can involve the use of leverage which can enhance returns but also increase losses. Alternative investments are valued less frequently, may be speculative in nature, and may not conform to any particular valuation standard. As a result, advisory fees associated with alternative investments will reflect these valuations compared to more readily available valuations on publicly traded securities.Many alternative investments are exempt from registration requirements that apply to public securities. As a result, alternative investments may have greater investment flexibility but are less transparent given they do not have to adhere to the ...
Global Central Banks Face Uncertain Policy (With Robin Brooks) Charles Schwab 2025-09-26 | Kathy Jones and Liz Ann Sonders look at the state of the markets a week after the quarter-point Fed rate cut. They also discuss the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Next, Kathy speaks with Robin Brooks (https://www.brookings.edu/people/robin-brooks/) , senior fellow in the Global Economy and Development Program at the Brookings Institution. They discuss the current state of central bank policies, focusing on the recent Fed meeting and its implications for the dollar and global markets. They explore the complexities of market reactions to Fed easing, the long-term outlook for the dollar, and the importance of institutional integrity in maintaining the dollar's status as a reserve currency. Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-KKW0)
Too Broke to Invest? Hang On a Second… Charles Schwab 2025-09-25 | As long as your basic necessities are covered—rent, groceries, etc.—investing should play at least a small part of your overall financial life. While there's no true "get rich quick" scheme, investing can help your portfolio grow over the long term.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0925-A4YC]
Feds Dilemma: Boost Job Growth or Fight Inflation Charles Schwab 2025-09-25 | At last week's remarkable Federal Reserve meeting, the Fed's decision to cut the baseline interest rate for the first time in 2025 took a backseat to questions over which members would get to vote at the meeting. On this episode, Kathy Jones, Schwab's chief fixed income strategist, joins host Mike Townsend to break down the Fed's struggle to balance inflation concerns with a softening job market—and what they might do if they get it wrong. They also look at the political drama surrounding Fed Governor Lisa Cook and the controversial confirmation of Stephen Miran to the Fed board, spotlighting serious questions about the central bank's independence and the broader implications for financial markets. Kathy shares her insights on the bond market, including the impact of fiscal deficits, Treasury yields, and the weakening dollar. She offers practical considerations for bond investors in a time of uncertainty, emphasizing the importance of a bond's term and quality. And Mike provides the latest on two key issues in Washington: the growing risk of a government shutdown and the debate over the future of corporate-earnings-reporting requirements.WashingtonWise is an original podcast for investors from Charles Schwab (schwab.com) . For more on the series, visit schwab.com/WashingtonWise (schwab.com/washingtonwise) .If you enjoy the show, please leave a ★★★★★ rating or review on Apple Podcasts (http://getpodcast.reviews/id/1478013779) .IMPORTANT DISCLOSUREThe policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.Currency trading is speculative, very volatile and not suitable for all investors.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0925-K79V
3 thinkorswim® Chart Indicators for the Indecisive Flag Trader Charles Schwab 2025-09-23 | Trading bull flag price patterns requires subjectivity that can lead to analysis paralysis. Indicators like moving averages and the RSI can provide clearer entry and exit signals.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0625-J9F6]
Why Starting Over Hurts Charles Schwab 2025-09-22 | Even when turning back is the smartest option, there's a strong pull to keep moving forward. In this episode, we explore why people push ahead even when a better path is available.Watch the full episode: youtu.be/0vSiD-SZ26YSubscribe to our channel: bit.ly/SubscribeCharlesSchwabConnect with Charles Schwab: Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwab[0925-G56M]
Why Starting Over Hurts Charles Schwab 2025-09-22 | If you've ever gotten well into a project—maybe a DIY renovation—and then realized that you've taken the wrong approach, you probably know that it's very tempting to just stay the course. Starting all over again would be so painful, even if starting over is clearly the best option.Or maybe you've taken a wrong turn on a hike and only noticed it a mile later. You know the dread of going back. Even if turning around is the smartest option, there's a strong pull to just keep moving forward.In this episode of Choiceology with Katy Milkman, we explore why people push ahead, even when a better path is available.You'll hear the epic story of the building of the Panama Canal—and the high cost of not starting over when setbacks kept mounting.Then, Katy speaks with Berkeley Haas Professor Clayton Critcher about what he and collaborator Kristine Cho have dubbed doubling-back aversion and how it can affect many different decisions in our lives.Choiceology is an original podcast from Charles Schwab. For more on the show, visit schwab.com/podcast.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.This material is intended for general, informational and educational purposes only. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Investing involves risk including loss of principal.The book How to Change: The Science of Getting from Where You Are to Where You Want to Be is not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the books and makes no representations about its content.0925-G56M
Weaker Labor Markets Drive a Rate Cut (With Freya Beamish) Charles Schwab 2025-09-19 | Kathy Jones and Liz Ann Sonders analyze the market reactions to this week's quarter-point Fed rate cut. They also look at the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Then, Freya Beamish, chief economist for TS Lombard, joins Liz Ann in a discussion focused on tariffs and labor market conditions. She emphasizes the complexities of the labor market, particularly in relation to immigration and job creation. The discussion also touches on the legal aspects of tariffs and the potential reactions from the Federal Reserve. Beamish concludes with an optimistic outlook on productivity growth and the influence of AI on the economy.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.You can keep up with Freya Beamish and follow her podcast Perkins Vs Beamish (podcasts.apple.com/si/podcast/globaldata-ts-lombard-perkins-vs-beamish/id1767634755) .On Investing (education.schwab.acsitefactory.com/on-investing-podcast) is an original podcast from Charles Schwab. If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-GCNT)
Three Ways to Trade a Fed Announcement with Options Charles Schwab 2025-09-17 | Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document: bit.ly/2v9tH6DMarkets can move when the Fed announces a decision about interest rates. Learn three options strategies to consider based on how you think the market may respond. Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learn Connect with Charles Schwab: Facebook: facebook.com/CharlesSchwab X: x.com/CharlesSchwab Open an account with Charles Schwab: schwab.com/open-an-account[0925-FMY8]
Could These 5 Strategies Help You Save on Domestic Travel? Charles Schwab 2025-09-15 | After you listen: • Find more resources from Schwab on Travel Planning (schwab.com/learn/topic/travel-planning) . • Learn more about budgeting for travel on our episode, "How Do You Save for Vacations & Travel? (schwab.com/learn/story/how-do-you-save-vacations-travel) "In this episode of Financial Decoder, host Mark Riepe shares five practical strategies to save money on domestic travel. Learn how to book flights and hotels at the right time, travel off-peak for better deals, and take proper advantage of credit card travel perks. Whether you're planning a road trip, family vacation, or a weekend getaway, these money-saving tips can help you stretch your budget and enjoy the journey stress-free.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder (schwab.com/financialdecoder) . If you enjoy the show, please leave us a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1440529681) .Reach out to Mark on X @MarkRiepe (twitter.com/MarkRiepe) with your thoughts on the show.Follow Financial Decoder on Spotify (open.spotify.com/show/5eKsYzSemWDLIQhSwezJyc) to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice.Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0925-DME4
Where Do Public & Private Markets Converge? (With Steven Meier) Charles Schwab 2025-09-12 | This week, Liz Ann Sonders and Kathy Jones discuss the recent downward revision in job market statistics, the implications for the economy, and the likelihood of a rate cut next week. They analyze the broader economic context of the job revisions, the importance of indicators like the Producer Price Index, and the impact of global market volatility. Then, Steven Meier joins the show. He is the Deputy Comptroller and Chief Investment Officer for the New York City retirement systems. Liz Ann and Kathy discuss his role, the importance of education for retirement plan participants and trustees, the convergence of public and private markets, and the challenges of inflation and liquidity management. Meier shares his thoughts on particular investment strategies, mainly in private equity and fixed income, while also addressing the current state of the public markets and the impact of AI on future investments. The discussion highlights the complexities of asset allocation and the importance of understanding market dynamics.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-CPRL)
Market Snapshot | September 2025 Charles Schwab 2025-09-11 | Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.Subscribe to our channel: youtube.com/charlesschwabCheck out Schwab Insights & Education: schwab.com/learn[0925-C4A8]
Washington Decisions That Could Move the Markets Charles Schwab 2025-09-11 | The coming weeks will see a series of major policy decisions in Washington that will play out in Congress and in the courts. On this episode, host Mike Townsend explores five key issues that are nearing resolution and discusses how the markets may react. He examines the Federal Reserve's plan to resume cutting interest rates and how the president's attempt to fire a Fed governor means the courts will have to resolve a fundamental question regarding the Fed's long-established independence. Mike also provides updates on the court battle over tariffs and the implications for the economy and the markets. And he addresses the risk of a government shutdown, Congressional action on cryptocurrency regulation, and the market ramifications of the federal government taking an ownership stake in Intel Corp. WashingtonWise is an original podcast for investors from Charles Schwab (schwab.com) . For more on the series, visit schwab.com/WashingtonWise (schwab.com/washingtonwise) .If you enjoy the show, please leave a ★★★★★ rating or review on Apple Podcasts (http://getpodcast.reviews/id/1478013779) .IMPORTANT DISCLOSURESThe policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.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. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0925-CPZ4)
Worried About an AI Bubble? Do This Charles Schwab 2025-09-09 | The top five companies in the S&P 500 are heavily invested in AI and make up almost 30% of the index''s weight. In the event an AI bubble is forming, how can you protect your portfolio? Schwab Senior Investment Strategist Kevin Gordon weighs in. Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0925-9CJB]
Teamwork That Works | Choiceology Podcast Clip Charles Schwab 2025-09-08 | What makes an effective team? Talent? Skill? Discipline?In this episode of Choiceology with Katy Milkman, we're looking at some of the more surprising ingredients of successful teams, according to science. Teams where the whole is greater than the sum of its parts.Watch the full episode: youtu.be/m6AwV0sU86gSubscribe to our channel: bit.ly/SubscribeCharlesSchwabConnect with Charles Schwab: Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwab[0925-AC4P]
Teamwork That Works: What Great Teams Have in Common Charles Schwab 2025-09-08 | What makes an effective team? Talent? Skill? Discipline?In this episode of Choiceology with Katy Milkman (http://www.katherinemilkman.com) , we're looking at some of the more surprising ingredients of successful teams, according to science. Teams where the whole is greater than the sum of its parts.You'll hear the story of the Kon-Tiki expedition—a harrowing journey across the Pacific Ocean led by Norwegian explorer Thor Heyerdahl. A journey made by a small band of adventurers who set out to understand ancient human migration. They were young. Most were inexperienced. But they had enthusiasm, a range of talents and personalities, camaraderie, and a clear and vivid goal. You'll hear from Liv Hukset Wang from the Kon-Tiki Museum (https://www.kon-tiki.no/) in Oslo, who works with Heyerdahl's grandchildren to keep his legacy alive.Then, Katy speaks with University College London professor Colin Fisher (mgmt.ucl.ac.uk/people/colinfisher) about his new book on team synergy. You'll hear his recipe for building teams that excel and his tips for avoiding the pitfalls of social loafing.Choiceology (schwab.com/learn/choiceology) is an original podcast from Charles Schwab. For more on the show, visit schwab.com/podcast (schwab.com/podcast) .If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1337886873) .Important DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Investing involves risk including loss of principal.The books How to Change: The Science of Getting from Where You Are to Where You Want to Be and The Collective Edge Unlocking The Secret Power of Groups are not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the books and makes no representations about its content.0925-AC4P
The Housing Market Remains Out of Sync Charles Schwab 2025-09-05 | In this conversation, Kathy Jones and Liz Ann Sonders discuss the current state of the housing market, the implications of potential Fed policy changes, and the broader economic indicators that could affect market expectations. They explore the complexities of housing affordability, the yield curve, and the potential impact of this week's job reports on both the equity and bond markets. The discussion highlights the interconnectedness of various economic factors and the uncertainty surrounding future market movements.Check out Liz Ann Sonders's and Kevin Gordon's recent housing article "Take the Long Way Home: Is Housing Bottoming? (schwab.com/learn/story/take-long-way-home-is-housing-bottoming) " On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-9RZJ)
Circuit Breakers: Can Anyone Stop A Crashing Stock Market? Charles Schwab 2025-09-04 | A stock market circuit breaker is type of trading curb used by stock exchanges to slow severe declines in the U.S. stock market. Circuit breakers, trading halts, and a limit up-limit down (LULD) plan are types of market curbs that stop trading for short periods of time. Learn how exchanges determine when to employ a circuit breaker and what it can mean for your investments. Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learn Connect with Charles Schwab:Facebook: facebook.com/CharlesSchwab X: x.com/CharlesSchwab Open an account with Charles Schwab: schwab.com/open-an-account (0725-N6YZ)
How Should You Pay for Big Purchases? Charles Schwab 2025-09-01 | After you listen: • Check out Chris's article "5 Questions to Ask Before a Big Purchase (schwab.com/learn/story/preparing-large-purchase) ." • Learn more about liquidating in "3 Mistakes to Avoid When Making a Large Portfolio Withdrawal (schwab.com/learn/story/3-mistakes-to-avoid-when-making-large-portfolio-withdrawal) ."In this episode, host Mark Riepe walks through how to prepare for major purchases, both expected and unexpected. Senior Research Analyst Chris Kawashima joins Mark to break down the key considerations when deciding whether to fund a big expense with cash, invesments, or financing and to discuss the potential trade-offs of each approach.Learn practical strategies for planning large expenses, avoiding financial surprises, and making informed decisions that fit your unique goals. Whether you're saving for a car, the down payment on a new home, or an unexpected expense, Mark and Chris provide actionable insights to help you navigate these choices with confidence.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder (schwab.com/financialdecoder) . If you enjoy the show, please leave us a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1440529681) .Reach out to Mark on X @MarkRiepe (twitter.com/MarkRiepe) with your thoughts on the show.Follow Financial Decoder on Spotify (open.spotify.com/show/5eKsYzSemWDLIQhSwezJyc) to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0925-8CMP
Investing Basics: Cryptocurrency Charles Schwab 2025-08-29 | Cryptocurrencies like bitcoin, ethereum, and litecoin are digital currencies that offer a peer-to-peer payment system independent of a central governing agency. Watch to learn the basics of cryptocurrencies: what they are, their potential benefits and risks, and how investors can gain exposure to cryptocurrencies without actually owning them.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account(0825-YFLJ)
Rate Cut Coming? Sectors to Watch Charles Schwab 2025-08-29 | This week, Liz Ann Sonders and Kathy Jones discuss the implications of political pressure on the Federal Reserve, particularly regarding the administration's attempts to influence monetary policy. They explore the potential risks of increased political control over the Fed, the current state of the bond and stock markets, and the importance of economic indicators such as labor market reports and inflation measures. Then, Kevin Gordon, director and senior investment strategist, joins Liz Ann to discuss the situation at the Fed, as well as the state of sectors and factors that could be sensitive to changes in interest rates. Kevin points out that housing is not acting as a traditional macro driver, and he explains the lack of correlation between mortgage rates and the fed funds rate.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0825-6V35)
Liz Ann Sonders: Lean In to These Stocks in 2025 Charles Schwab 2025-08-27 | Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0825-47XT]
This Violation Could Lead to a 90-Day Trading Restriction On Your Cash Account Charles Schwab 2025-08-26 | How long does it take to get your money after you sell stock? If you're new to stock trading, this video will help you understand the stock settlement timeline and explain the difference between the transaction date and the settlement date—or the day you'll actually receive your cash or shares. Subscribe to our channel: youtube.com/charlesschwab Check out more Insights & Education from Charles Schwab: schwab.com/learn Connect with Charles Schwab: Facebook: facebook.com/CharlesSchwab X: x.com/CharlesSchwab Open an account with Charles Schwab: schwab.com/open-an-account (0825-4FCJ)
How to Use Futures Trader on thinkorswim® desktop Charles Schwab 2025-08-26 | 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: schwab.com/Futures_RiskDisclosure prior to trading futures products.The Schwab thinkorswim® platform has numerous tools for futures traders, including a customizable trading interface. Learn about these tools, how to display them, and how thinkorswim can help you trade like the pros.Subscribe to our channel: bit.ly/SubscribeCharlesSchwab Check out more Insights & Education from Charles Schwab: schwab.com/learn Connect with Charles Schwab: Facebook: facebook.com/CharlesSchwab X: x.com/CharlesSchwab Open an account with Charles Schwab: schwab.com/open-an-account (0725-1BSC)
Everyones Watching | Choiceology Podcast Clip Charles Schwab 2025-08-25 | We’ve all been there. Maybe you fumbled a line in a presentation. Or tripped on a shoelace. Or suffered a bad hair day. It can feel like the whole world is watching you—and judging you—in those embarrassing moments. But are people paying as much attention to you as you think?In this episode of Choiceology with Katy Milkman, we explore why we tend to blow our own missteps out of proportion.Watch the full episode: [youtube.com/watch?v=9b_JkXf_0SA&t]Subscribe to our channel: bit.ly/SubscribeCharlesSchwabConnect with Charles Schwab: Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0825-1UGU]
When It Feels Like Everyones Watching Charles Schwab 2025-08-25 | We've all been there. Maybe you fumbled a line in a presentation. Or tripped on a shoelace. Or suffered a bad hair day. It can feel like the whole world is watching you—and judging you—in those embarrassing moments. But are people paying as much attention to you as you think?In this episode of Choiceology with Katy Milkman (katymilkman.com) , we explore why we tend to blow our own missteps out of proportion.We go behind the scenes of some of the most consequential speeches of World War II. Speeches given by a man who was consumed with fear about how his stutter would be received by the public. Author and historian Adrian Phillips (adrianphillips.co.uk) gives us new insights about King George VI's struggles with his diction and the effect his addresses had on the people of Great Britain during the darkest days of the war.We also hear from Seth Tichenor (https://www.duq.edu/faculty-and-staff/seth-tichenor.php) , an assistant professor and program director at the Duquesne University Stuttering Clinic (https://www.duq.edu/academics/colleges-and-schools/health-sciences/academic-programs/speech-language-pathology/speech-language-hearing-clinic/stuttering-clinic.php) , who helps us understand what it's like to navigate a public role with a stutter.Finally, Katy speaks with Cornell psychologist Tom Gilovich (https://psychology.cornell.edu/thomas-d-gilovich) about how he and his fellow researchers demonstrated that—more often than not—our mistakes and foibles barely register with those around us.Choiceology (schwab.com/learn/choiceology) is an original podcast from Charles Schwab. For more on the show, visit schwab.com/podcast (schwab.com/podcast) .If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1337886873) .Important DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Investing involves risk including loss of principal.The books How to Change: The Science of Getting from Where You Are to Where You Want to Be, The King Who Had to Go, From Churchill to Eden , The Wisest One in the Room and How We Know What Isn't So are not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the books and makes no representations about its content.(0825-1UGU)
Whats Happening in the Muni Bond Market? Charles Schwab 2025-08-22 | Liz Ann Sonders and Kathy Jones discuss the implications of the Federal Reserve's annual Jackson Hole meeting, focusing on monetary policy, labor market dynamics, housing market challenges, and the impact of tariffs on inflation. They explore how these factors influence economic indicators and the Fed's decision-making process moving forward. Then, Cooper Howard (schwab.com/learn/author/cooper-howard) , director and fixed income strategist at the Schwab Center for Financial Research, joins the show to discuss the state of the muni bond market and where there might be opportunities for investors. He and Kathy cover why munis have underperformed other parts of the fixed income market this year; the attractiveness of high-yield, or "junk," muni bonds; investing in individual bonds versus mutual funds or ETFs; and much more.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0825-1W97)
Find Breakout Stocks With Unusual Volume Charles Schwab 2025-08-20 | You have a trading plan and you've set up your watchlist of stocks that meet your criteria. Now you need to figure out when to place a trade. Deciding when a stock might break out can feel daunting, even when you're using other indicators like RSI. The Unusual Volume indicator can help. Learn how set up an automatic scan in your lists and get alerts about when a stock is moving on volume. Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0825-ZYY1]
Whats Driving Womens Investing Trends? Charles Schwab 2025-08-18 | On this episode, Mark Riepe is joined by the head of Schwab's branch network, Jeannie Bidner, to discuss a the results of a recent survey from Schwab on women investors. Jeannie shares key takeaways from the responses as well as her own insights, highlighting the motivators for women who invest, how they frame decisions about their portfolios, and the generational trends toward leaning more on community and digital resources for support in their financial lives.Resources mentioned in the episode: • Tools and Resources for Surviving Spouses (schwab.com/schwabsafe/tools-and-resources-for-surviving-spouses) • Managing Your Finances After the Loss of a Spouse (schwab.com/learn/story/managing-finances-after-loss-of-spouse) • Caring for Your Finances if You're Suddenly Single (schwab.com/learn/story/caring-your-finances-if-youre-suddenly-single) Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder (schwab.com/financialdecoder) . If you enjoy the show, please leave us a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1440529681) .Reach out to Mark on X @MarkRiepe (twitter.com/MarkRiepe) with your thoughts on the show.Follow Financial Decoder on Spotify (open.spotify.com/show/5eKsYzSemWDLIQhSwezJyc) to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. 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.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.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Investing involves risk including loss of principal.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0825-ZMW5)
Market Snapshot | August 2025 Charles Schwab 2025-08-15 | Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.Subscribe to our channel: youtube.com/charlesschwabCheck out Schwab Insights & Education: schwab.com/learn[0825-Y1UU ]
Inflation Edges Up: Analyzing the Feds Next Move Charles Schwab 2025-08-15 | In this episode, Kathy Jones and Liz Ann Sonders dive into the latest economic data and its implications for the Federal Reserve's policy decisions. They analyze the recent Consumer Price Index (CPI) report and assess the risk of latent stagflation. They also examine the Fed's dilemma in considering a September interest rate cut, a possible 50-basis-point reduction, and ongoing labor market and inflation pressures. Kathy and Liz Ann stress the importance of looking beyond headline figures to understand revisions and underlying economic trends. They also address recent changes at the Bureau of Labor Statistics (BLS) and their potential impact on the reliability of economic data. Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Investing involves risk, including loss of principal. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Technical analysis is not recommended as a sole means of investment research.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Currency trading is speculative, very volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0825-YCMU)
A Single Source or Several? | Choiceology Podcast Clip Charles Schwab 2025-08-13 | It must be great if everyone is talking about it, right? Learn how we overweight a single source of information when exposed to it through multiple channels.Watch the full episode: [youtube.com/watch?v=UXJsm6Mf5O0]Subscribe to our channel: bit.ly/SubscribeCharlesSchwabConnect with Charles Schwab: Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0825-VH6M]
How a Single Source of Information Can Seem Like Several Charles Schwab 2025-08-11 | You've probably been in situations where multiple friends recommend the same product. It must be great, if everyone is talking about it, right? But then you find out that those friends had all just seen the same product on a popular TV show. What seemed like independent recommendations really came from a single source.In this episode of Choiceology with Katy Milkman (http://www.katherinemilkman.com) , we consider the consequences of missing out on the true source of information when we're exposed to that information through multiple channels.Joe Schwarcz (mcgill.ca/oss/joe-schwarcz-phd-cm-director) tells the story of two-time Nobel laureate Linus Pauling (nature.com/scitable/topicpage/linus-pauling-a-lifetime-of-science-6539763) and his obsession with the healing powers of vitamin C. Pauling was a venerated and accomplished chemist, so when he wrote the book Vitamin C and the Common Cold (en.wikipedia.org/wiki/Vitamin_C_and_the_Common_Cold_(book)) , the world took note. His claims about the health benefits of vitamin C were echoed innumerable times by health writers and influential figures in books and magazines and TV commercials. The problem was, there was little evidence to support those claims.Joe Schwarcz is the director of the Office for Science and Society at McGill University (mcgill.ca) , where he is also a professor of chemistry.Next, Katy speaks with Florian Zimmermann (sites.google.com/site/econflorianzimmermann) about the dangers of mistaking multiple sources of information as independent. Florian Zimmerman is a professor of economics at the University of Bonn (https://www.econ.uni-bonn.de/en/) who, along with Harvard economist Benjamin Enke (benjamin-enke.com) , uncovered the problem of correlation neglect.Choiceology (schwab.com/learn/choiceology) is an original podcast from Charles Schwab. For more on the show, visit schwab.com/podcast (schwab.com/podcast) .If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1337886873) .Important DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Investing involves risk including loss of principal.The book How to Change: The Science of Getting from Where You Are to Where You Want to Be is not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the books and makes no representations about its content.0825-VH6M
How to Get Started with Stocks Charles Schwab 2025-08-07 | Learn the first steps to getting started investing in stocks using a retirement account and a brokerage account. Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0625-4RL8]
Seeing Volume Differently: Trading Entry and Exit Signals With the Volume Profile Indicator Charles Schwab 2025-08-05 | The Volume Profile indicator offers traders unique insight by showing at what price volume occurs rather than when volume occurs. Learn ways to interpret patterns in the Volume Profile indicator to identify support and resistance levels and decide on short-term entry and exit signals for stock trades.Subscribe to our channel: bit.ly/SubscribeCharlesSchwabCheck out more Insights & Education from Charles Schwab: schwab.com/learnConnect with Charles Schwab:Facebook: facebook.com/CharlesSchwabX: x.com/CharlesSchwabOpen an account with Charles Schwab: schwab.com/open-an-account[0325-Y1T3]
What Is the End Game for Tariffs? Charles Schwab 2025-08-01 | This week, Kevin Gordon fills in for Liz Ann Sonders while she is on vacation. Kevin and Kathy Jones discuss the current state of the markets, focusing on tariff implications, inflation concerns, labor market dynamics, and sector performance. They explore how these factors influence investment strategies and the overall economic outlook, emphasizing the importance of understanding underlying trends and potential volatility ahead.On Investing is an original podcast from Charles Schwab (schwab.com) . For more on the show, visit schwab.com/OnInvesting (schwab.com/OnInvesting) . If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this informationForecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The Sahm Rule or Sahm Recession Indicator signals the start of a recession when the three-month moving average of the national unemployment rate (U3) rises by 0.50 percentage points or more relative to the minimum of the three-month averages from the previous 12 months.(0825-S806)
