Investing Insights Articles

Learn about important tax documents and where to find them on the Schwab Intelligent Portfolios website.
January 11, 2022

U.S. stocks, as measured by the S&P 500® Index, saw one of their strongest years over the past decade as financial markets overcame concerns about COVID-19 and rising inflation. Schwab Intelligent Portfolios® also saw strong returns in 2021, with more aggressive portfolios delivering the strongest returns as equity markets posted robust gains.
January 10, 2022
Q3 2021 Market Commentary

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.
October 13, 2021
Q2 2021 Market Commentary

The first quarter’s light at the end of the tunnel brightened tremendously in Q2. After a year of social distancing and business shutdowns, life is moving back toward normal as restrictions have lifted. While some uncertainties remain, the world seems to have taken on a brighter and more optimistic hue than just a few months ago.
July 13, 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.
April 30, 2021

Goal Tracker, is a tool that helps Schwab Intelligent Portfolios clients quickly and easily monitor how they're progressing towards a savings or income goal.
April 30, 2021

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