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.


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Dressed Up for Data: Halloween Dawns with Numbers Galore, Stocks on Pace for Monthly Loss October 31, 2023 9:26 AM   |  

Investors' heads might be spinning amid all the data this morning including manufacturing statistics from China, inflation and growth numbers from Europe, and employment costs here in the U.S. The Fed meeting begins today with no expectation of a rate hike.

5 min read  |  Daily Market Update
Cram Week: Fed Meeting, Jobs Data, and Earnings From Apple and Others Could Help Set Tone October 30, 2023 9:14 AM   |  

Stocks bounced back from last week's descent in what appears to be technical buying ahead of a massive crush of earnings, central bank meetings, and data over the next five days. McDonald's earnings today looked solid, but about one-third of S&P 500 companies report this week.

5 min read  |  Daily Market Update
Q3 Info Tech Earnings: New Challenges Include Geopolitics, Strong Dollar as Tech Gets Ready to Report October 23, 2023 1:19 PM   |  

The info tech sector had a tough Q3 after spotty Q2 earnings results from some of the sector’s largest players. Now a stronger dollar, continued high interest rates, and trade battles are hovering as tech companies prepare to present their Q3 results and guidance.

4 min read  |  Earnings Reports
Q3 Financials Sector Earnings Outlook: Tough Times Continue for Bank Stocks as Loan, Credit Environment Scrutinized October 11, 2023 1:14 PM   |  

Big banks kick off earnings season with the focus still on credit quality and deposit trends. Recent credit spreads raise concerns about a tougher loan environment following last spring's industry turmoil, and comparisons may be getting tougher versus a year ago.

4 min read  |  Earnings Reports
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
2023 Mid-Year Market Outlook: Out of the Woods June 15, 2023 3:43 PM   |  

Our chief market strategist breaks down the day's top business stories and offers insight on how they might impact your trading and investing.

4 min read  |  Market Insights
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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