Investing Insights

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Featured Articles

Schwab Intelligent Portfolios & Q1 2021 Market Performance¹

April 9, 2021

In stark contrast to the first quarter of 2020 that saw the onset of a global pandemic, a recession and the fastest tumble into a bear market in recorded history, the first quarter of 2021 brought signs of strengthening economic growth, business reopenings, declining COVID-19 infection rates, accelerating vaccine distribution and strong financial markets.
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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