Trading

Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results. 

Company Earnings

Q3 Retail Earnings Preview: Consumer Mood Darkens

Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.

Investments

Round Lots Regulatory Changes

New regulations will impact how bid, ask, and last sizes display on Schwab platforms starting Nov. 3, 2025. The updates will take effect automatically—no client action is required.

Stocks

Investing Basics: What Are Stocks?

Start your investing journey by learning how stocks work, how to analyze them, and the benefits and risks involved with owning them.

Trading

How to Tell If a Market Is Overbought or Oversold

Overbought and oversold readings aren't as straightforward as they sound. But understood in context, they can provide traders some insight when making entry and exit decisions.

Markets and Economy

Better Half? Biannual Earnings Proposed, Assessed

President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?

Behavioral Finance

Breaking Bad Trade Behaviors

How to curtail emotional biases and take a more considered approach to your trading decisions.

Markets and Economy

How to Effectively Read Federal Reserve Minutes

Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.

Trading Tools

7 Basic thinkorswim® desktop Chart Drawing Tools

Understanding how to use thinkorswim® desktop's drawing tools can help traders identify trends and patterns. Here's an overview of seven commonly used chart drawing tools.

Order Types

Mastering the Order Types: Market Orders

Learn about the characteristics, risks, and advantages of market orders.

Stocks

IPO Basics: What to Know Before Investing

If you're thinking about investing in IPOs, review these IPO basics and important considerations to find out how investing in IPOs works and important considerations before investing in them.

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

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

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

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

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

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

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

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

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