Fundamental Analysis

Examine economic and financial factors to estimate a security's value.

risk asset allocation company earnings robo advice rebalancing performance diversification fees
Stocks

Trading Growth & Value Stocks

In this video, we use the thinkorswim Desktop trading platform to perform a scan for stocks meeting example growth characteristics.

Stocks

Buy, Hold, Sell: What Analyst Stock Ratings Mean

Research analysts assign buy, sell, hold, and other ratings to stocks in their reports. What do these stock ratings mean, and how can you use them?

Markets and Economy

Beyond Nvidia: How the AI Picture Could Evolve for Investors

Almost every industry could ultimately incorporate AI, leaving a puzzle for investors seeking exposure. Using the internet as an example may provide some breadcrumbs.

Portfolio Management

Using the Sortino Ratio to Gauge Downside Risk

The Sortino ratio focuses only on the downside risk of a portfolio, which is what short-term investors may want if they've got a short-term goal. The higher the Sortino ratio, the better the risk-adjusted return.

Stocks

How to Pick Stocks: Fundamentals vs. Technicals

Find out how you can use these two stock-picking strategies together.

Portfolio Management

Calculate the Sharpe Ratio to Gauge Risk

Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

Fundamental Analysis

How to Research Stocks

This video points out four important areas of fundamental analysis that investors should consider when performing due diligence on a stock.

Stocks

How to Tell a Good Stock from a Bad Stock

Learn to better tell a good stock from a bad stock by looking at fundamentals, trends, and stock charts so you can build a healthy stock portfolio.

Company Earnings

Earnings Season: What to Look For

Find out what traders should watch for during earnings season.

Trading

Should You Trust Popular Trading Proverbs?

When navigating the world of stock trading, what kernels of truth can you take from some of the most ubiquitous trading proverbs?

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

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