Interest in cryptocurrencies have surged over the past decade, prompting many investors to reconsider how these assets might fit within a traditional portfolio. This paper breaks down practical portfolio-construction techniques to help investors evaluate whether, how much, and what type of crypto exposure may be appropriate alongside a portfolio of more traditional investments.

Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.

Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.

Concentration risk causing clients sleepless nights? See how Fundamental Indexing may help diversify and anchor portfolios to economic substance for more resilient returns.

Emerging markets are being written in code, powered by elite semiconductors, and accelerated by the most aggressive AI buildout in history. Use this client-approved chart to start your conversations.

Advisors are often tasked with helping clients diversify their concentrated stocks positions. Direct indexing offers customization and tax-efficient investing to potentially help mitigate portfolio concentration risk. Learn more in this article.

Our 2026 outlook shows fixed income continuing to benefit from elevated rates, while equities still face a narrowing edge over risk-free investments.

Contrary to what some of your clients might expect, the U.S. hasn't been the best performing developed stock market in years. Use this client-approved chart to start a conversation about international stock opportunities.