Investing Insights Articles

Have a Plan and Stay the Course When Markets Turn Turbulent

We know that markets can be volatile in the short term. But we also understand that having a long-term strategic asset allocation plan and sticking to that plan through periods of market volatility are among the keys to long-term investment success.
June 29, 2022

How Fundamentally Weighted ETFs Add Value to Your Portfolio

Learn about fundamentally weighted ETFs, their benefits and how they can help enhance diversification.
June 14, 2022

A Guide to Risk Profiles and Potential Portfolio Returns

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.
May 6, 2022

Exploring Goal Tracker for Schwab Intelligent Portfolios

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 20, 2022

Schwab Intelligent Portfolios & Q1 2022 Market Performance¹

U.S. stocks, as measured by the S&P 500® Index, stumbled into the new year with the first 10% correction and first negative quarter in two years amid a host of uncertainties. Schwab Intelligent Portfolios® saw modestly negative returns as both stocks and bonds came under pressure during the period. However, diversification helped mitigate portfolio declines.
April 12, 2022

Defensive Assets Play an Important Role in a Winning Strategy

Investing in a well-diversified portfolio is part of a strategic asset allocation plan and can help investors to withstand periods of market volatility.
March 22, 2022

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