Investing Insights Articles | Charles Schwab

Investing Insights Articles

Schwab Intelligent Portfolios & Q1 2021 Market Performance¹

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.

Index Investing & Benchmarks

February 15, 2021

With the S&P 500® Index having rebounded to new all-time highs and the Dow Jones Industrial Average® having closed above 31,000 for the first time, you might be wondering what that means for your portfolio.

Schwab Intelligent Portfolios & Q4 2020 Market Performance¹

January 12, 2021

Global equities saw their third consecutive positive quarter, with U.S. large cap stocks ending the year at an all-time high and small cap stocks and international stocks moving back into positive territory for the year.

A Guide to Risk Profiles and Potential Portfolio Returns

November 4, 2020

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.

Schwab Intelligent Portfolios & Q3 2020 Market Performance¹

October 12, 2020

The U.S. stock market saw strong gains through most of Q3, reaching a new all-time high before September brought renewed volatility.

Take a Look under the Hood of the S&P 500 to Shine a Light on Recent Market Performance

October 1, 2020

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

Schwab Intelligent Portfolios & Q2 2020 Market Performance¹

July 10, 2020

Following its rapid tumble into a bear market in Q1, the U.S. stock market rebounded in Q2 in its strongest quarter since 1988.

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