Investing Insights Articles

How Tax-Loss Harvesting Can Help Take Advantage of Volatility

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

November 17, 2022

Plan Ahead to Help Save on Your Taxes

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

November 11, 2022

Rebalancing in Action

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

Schwab Intelligent Portfolios & Q3 2022 Market Performance¹

Markets started Q3 with a rally over optimism for a potential Fed pivot that quickly shifted to recession fears and another market slide to new lows for 2022. For Schwab Intelligent Portfolios, the pressure on both stocks and bonds resulted in negative returns in Q3 and YTD, though diversification helped moderate overall portfolio declines.

October 13, 2022

A Guide to Risk Profiles

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.

October 12, 2022

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