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Investing resources

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Want to learn more about investing? We've got a ton of helpful resources, including a glossary, answers to common questions, and insightful articles from the experts at the Schwab Center for Financial Research.

Investing glossary

Discover definitions and explanations for more than 100 common investing terms.

Visit the glossary

Investing FAQs

Get answers to some of the most important investing questions: When to invest, how much to invest, how the stock market works, and more.

See our investing FAQs

Additional reading

Estimated reading time: 10 min

Does market timing work?

Timing the market perfectly is nearly impossible. Discover the potential long-term benefits of investing immediately versus waiting, while exploring other strategies like dollar-cost averaging.

Learn about market timing : opens in a new window
ESTIMATED READING TIME: 7 MIN

Tax-efficient investing: Why is it important?

Learn about potential tax impacts, and explore strategies to make your portfolio more tax-efficient so you can hold onto more of your returns.

Learn about tax strategies : opens in a new window
ESTIMATED READING TIME: 5 MIN

The 7 principles of investing: Fundamental for success

By following some key principles of investing, you can potentially earn more over time, help protect yourself against significant losses, and stay focused on your plan.

Learn about investing fundamentals : opens in a new window
ESTIMATED READING TIME: 3 MIN

What happens to my equity compensation if I leave the company?

Find out what can happen with your vested and unvested equity after you leave a job, as well as the rules around exercising your stock options.

Learn about leaving with equity : opens in a new window
ESTIMATED READING TIME: 5 MIN

Managing your equity compensation in a down market

Read about strategies to consider when managing your equity when the market turns volatile.

Learn about managing equity : opens in a new window
ESTIMATED READING TIME: 5 MIN

Understanding rule 10b5-1 plans

Find out how a 10b5-1 plan can help you avoid insider trading allegations while also providing a consistent investing process to help you stay diversified and working toward your financial goals.

Learn about 10b5-1 plans : opens in a new window

Learn more with Schwab's insights and education.

Our insights library includes a wealth of straightforward resources covering investing, trading, tax-smart retirement planning, and more.

Visit the insights library
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Investing involves risk, including loss of principal.

The information on this website is for educational 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, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.

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