Portfolio Management

Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

risk asset allocation robo advice rebalancing performance diversification fees
Stocks

Investing Basics: The Power of Compounding

Compound interest can potentially help investments grow exponentially.

Portfolio Management

Dividend Basics

Take a quick dive into the basics of dividends including how they work, when they're paid, and why companies share profits with stockholders.

Portfolio Management

A Guide to Long-Term Investment Strategies

Looking for strategies to help plan your long-term investments? Here are some guidelines to keep your long-term investments aligned with your objectives.

Stocks

What Is the VIX®?

Explore the Cboe Volatility Index®, or VIX®, traders use to measure volatility and make trading decisions. This video is part of our Trading Options course.

Investments

Seven Principles of Investing

Investing doesn't have to be intimidating. Watch to learn seven investing principles for building a long-term portfolio.

Financial Planning

Personal Finance Calendar for 2023

Our month-by-month guide to help get your finances in top shape this year.

Investments

Schwab's 2023 Long-Term Capital Market Expectations

Our current 10-year outlook highlights better opportunities for bonds and a steady outlook for stocks. We continue to project better return opportunities for international stocks.

Fixed Income

Understanding the Yield Curve

Investors use the yield curve to balance risk and reward. We’ll show you how to read it and how to use it as an indicator for potential market movements.

Financial Planning

New Year's Financial Resolutions

Reshape your finances in the year ahead with these five resolutions.

Margin

How to Handle Margin Calls

Watch to learn what to do if you get a margin call and how to potentially avoid them.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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