Investing Insights Articles
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.
The fourth quarter of 2022 brought a rally for both stocks and bonds, though markets remained volatile through year-end as an exceptionally challenging year came to a close.
With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.
Tax season may be months away, but now is a perfect time to check on your investments and review your plan.
Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.
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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Any time you have questions, you can get in touch with a Schwab professional.