Investing Insights

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Schwab Intelligent Portfolios & Q3 2021 Market Performance¹

October 13, 2021

Q3 saw U.S. stocks, as measured by the S&P 500® Index, reach a new high before pulling back a bit near quarter-end, while small cap stocks declined amid a wealth of uncertainties. In international equity markets, developed markets saw modest gains while emerging market stocks tumbled in response to China’s regulatory crackdown.
Investment strategies and how to generate cash flow while staying invested

April 1, 2021

Schwab Intelligent Portfolios offers you a choice among three investment strategies: Global, U.S. Focused and Income Focused. Each strategy provides access to a well-diversified portfolio of stocks, bonds and cash based on your investment goal, time horizon and comfort level with risk. And, each strategy can be a suitable way to achieve your financial goals, whether you are early in your career, saving for retirement or ready to enjoy your time in the sun.
A Guide to Risk Profiles and Potential Portfolio Returns

April 30, 2021

Understanding where your portfolio is positioned across the risk spectrum from Conservative to Aggressive Growth is key to understanding how it would be expected to perform over time and in different market environments.

Schwab Intelligent Portfolios Guide to Asset Classes & ETFs

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Rebalancing and Tax-loss Harvesting in Schwab Intelligent Portfolios

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Schwab Intelligent Income: A Simple, Modern Way to Pay Yourself from Your Portfolio

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