Investing Insights Articles

Q3 2021 Market Commentary

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.
Q2 2021 Market Commentary

July 13, 2021
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.

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.

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.
Q1 2021 Market Commentary

April 9, 2021
In stark contrast to the first quarter of 2020 that saw the onset of a global pandemic, a recession and the fastest tumble into a bear market in recorded history, the first quarter of 2021 brought signs of strengthening economic growth, business reopenings, declining COVID-19 infection rates, accelerating vaccine distribution and strong financial markets.
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.

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