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.

December 15, 2022

Rebalancing in Action

Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

October 26, 2022

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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 17, 2022

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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 12, 2022

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.

October 9, 2022

Avoid the Emotional Investing Trap

Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.

October 4, 2022

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