Schwab Center for Financial Research
Charles Schwab

About the Schwab Center for Financial Research 

Since 1997, the Schwab Center for Financial Research (SCFR) has provided top-quality research, timely market insights, and practical guidance to help investors make better decisions. Schwab experts are featured regularly in the news media, sharing their views on topics including markets, the economy, financial and retirement planning, portfolio management, and investment strategy. SCFR also produces Schwab Equity Ratings.


Get Schwab Center’s perspective

Spot Bitcoin ETFs Approved: Key Issues to Know January 11, 2024 6:19 PM   |  

The SEC decision marks a potentially significant shift in how cryptocurrencies are viewed and traded by the investing public.

4 min read  |  Market News
2024 Planning and Wealth Management Outlook December 20, 2023 4:51 PM   |  

Investors likely face turning points in interest rates and the economy in 2024. Manage stress and uncertainty by broadening the lens to focus on personal goals and wealth plans.

5 min read  |  Market Insights
2024 Market Outlook: Widening the Lens December 15, 2023 12:49 PM   |  

Wondering what stocks and bonds may do next year? Schwab's experts give their opinions in the 2024 market outlook.

4 min read  |  Market Insights
Dow Ends at Record High as Fed Fuels Broad Rally December 13, 2023 5:11 PM   |  

The Fed ended its two-day policy meeting with interest rates unchanged and signaled slower growth and lower inflation may lead to multiple rate cuts in 2024.

4 min read  |  Federal Reserve
What to Know About Catch-Up Contributions September 13, 2023 11:59 AM   |  

SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k)—but not until 2026.

5 min read  |  Retirement Strategies
What to Know About Catch-Up Contributions August 14, 2023 4:56 PM   |  

SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k), but this may not be possible for everyone.

5 min read  |  IRA & 401k Plans
Debt Ceiling: What Investors Should Know May 31, 2023 2:42 PM   |  

While we don't expect the U.S. government to default, the uncertainty may heighten market volatility in coming days. Here are answers to some questions we're hearing most often.

4 min read  |  Economic Trends

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