Investing Insights Articles

With the S&P 500® Index having rebounded to new all-time highs and the Dow Jones Industrial Average® having closed above 31,000 for the first time, you might be wondering what that means for your portfolio.
February 3, 2023

The fourth quarter of 2022 brought a rally for both stocks and bonds, though markets remained volatile through year-end as an exceptionally challenging year came to a close.
January 24, 2023

With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.
December 16, 2022

Tax season may be months away, but now is a perfect time to check on your investments and review your plan.
November 11, 2022

Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.
October 27, 2022
Investment strategies and how to generate cash flow while staying invested

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.

October 18, 2022

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