Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Fixed Income
We think tax-equivalent municipal bond yields look attractive, particularly for investors in top tax brackets. Use this chart to talk with your clients about the opportunity.
Investment Insights
Worried about your client’s mega-cap stock concentrations? Consider complementing their holdings with fundamentally weighted index strategies. Learn more.
Fixed Income
Given the clouded outlook for 2025, now might be a good time to ensure that your clients are sufficiently allocated to bonds. This chart could help start the conversation.
Fixed Income
Questions about municipal market credit conditions have arisen amid the fallout from the 2024 elections. We explore these topics through a credit lens in this white paper.
Insights & Ideas
Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.
Investment Insights
Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
Investment Insights
Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.
Chart in a Minute
Are your clients concerned about U.S. equity market concentration risk? Consider complementing their traditional market-cap index strategies with Fundamental Index® strategies. Use this client-approved chart as a conversation starter.
Investment Insights
Learn about the major influences on Municipal Money Market Fund yields.