Investing Insights

Welcome to our education hub featuring content and videos on automated investing, market commentary and more.

Featured Articles

  • Q3 2021 Market Commentary

    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

    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.

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