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Investing Insights articles, whitepapers and videos

Video: Schwab Intelligent Portfolios Market Commentary Q4 2020

Schwab Intelligent Portfolios & Q4 2020 Market Performance¹

January 12, 2021
Global equities saw their third consecutive positive quarter, with U.S. large cap stocks ending the year at an all-time high and small cap stocks and international stocks moving back into positive territory for the year.

A Guide to Risk Profiles and Potential Portfolio Returns

November 4, 2020
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 & Q3 2020 Market Performance¹

October 12, 2020
The U.S. stock market saw strong gains through most of Q3, reaching a new all-time high before September brought renewed volatility.

Take a Look under the Hood of the S&P 500 to Shine a Light on Recent Market Performance

October 1, 2020
Investing in a well-diversified portfolio is part of a strategic asset allocation plan and can help investors to withstand periods of market volatility.

Schwab Intelligent Portfolios & Q2 2020 Market Performance¹

July 10, 2020
Following its rapid tumble into a bear market in Q1, the U.S. stock market rebounded in Q2 in its strongest quarter since 1988.

Have a Plan and Stay the Course When Markets Turn Turbulent

March 12, 2020
When a correction or bear market occurs, having a long-term plan is critical to making sure you're prepared and can avoid falling into the trap of letting emotion drive decision-making.

Why We Update Portfolio Allocations and ETFs Each Year

June 22, 2020
Our annual asset allocation and ETF review helps make sure your portfolio continues to reflect the long-term investment landscape to keep it aligned with your risk profile.
Video: Schwab Intelligent Portfolios Market Commentary Q1 2020

Schwab Intelligent Portfolios & Q1 2020 Market Performance¹

April 8, 2020
The 11-year bull market came to a quick end soon after stocks entered into bear market territory.

Three Signs It May Be Time to Review Your Risk Tolerance

December 3, 2015
Should you sit tight the entire time your portfolio works its way toward your goal? Yes, for the most part. But there are a few exceptions.

How Schwab Intelligent Portfolios Invests

November 1, 2016
Schwab Intelligent Portfolios uses the power of technology to simplify investing and reduce costs for individual investors, while staying true to Charles Schwab’s principles.

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