The behavioral advantage
Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
Insights and News
Ensuring you have the insights, news, and research you need.
Chart in a Minute
A simple visual that can help illustrate technical market perspectives.
Chart in a Minute: A nonpartisan investment strategy for the win
Use this chart to speak with clients about whether equity market returns are higher under a Republican or Democratic president. As the chart demonstrates, a nonpartisan strategy is actually a much better approach. Approved for client use.
Omar Aguilar, Ph.D.
Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies
Brett Wander, CFA
Senior Vice President, Chief Investment Officer of Fixed Income
CIO mid-2020 outlook—The COVID-19 continuum
Focusing on the longer term and maintaining an appropriately diversified portfolio are potentially good first steps for the current COVID-19 continuum. Read what our CIOs are watching out for in the second half of 2020.
Investment insights
Read the latest research, perspectives, and analysis from our investment professionals.
Investment Insights
Participants in defined contribution plans often misallocate their equity exposures if left to their own asset-allocation decisions, based on our work with investors. Learn more with this infographic.
Investment Insights
A variety of catalysts can drive up inflation, creating potentially divergent performance outcomes depending upon the asset class.
Investment Insights
Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
Behavioral finance
After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.
The latest from the Schwab Center for Financial Research
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International Investing2021 Global Outlook: New Cycle, New Leadership
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Market Commentary2021 Fixed Income Outlook: Calmer Waters
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Market CommentaryWhat to Expect from the “Lame Duck” Congress
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Market CommentaryElections and the Bond Market
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Market CommentaryStocks Tumble Amid Virus, Earnings Concerns
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International“De-globalization” Already Happened And It Didn’t Matter
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Market CommentaryMixed Emotions: Sentiment Telling Divergent Stories
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Fixed IncomeDo Bonds Still Provide Diversification?
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InternationalGlobal Impact of a “Blue Wave” Election Outcome
News and events
See news highlights and learn about upcoming events.
Press Releases
Low-cost ETF model portfolios on Envestnet’s Fund Strategist Network offer advisors market-cap-weighted and strategic beta solutions built on behavioral insights
Press Releases
Charles Schwab Investment Management, Inc. (CSIM) announced that effective today, August 10, the Wasmer Schroeder High Yield Municipal Fund (WSHYX) has been reorganized into the new Schwab High Yield Municipal Bond Fund (SWHYX).
Press Releases
Charles Schwab announced today that it has completed its asset acquisition of Wasmer, Schroeder, & Company LLC, a leading independent investment manager of fixed income separately managed accounts.
Leadership insights
Keep updated on valuable insights from our leadership team—from the latest on the global markets and asset management industry, to behavioral finance and investor biases.
Jonathan de St. Paer
President
Omar Aguilar, Ph.D.
Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies
Brett Wander, CFA
Senior Vice President, Chief Investment Officer of Fixed Income Strategies