Portfolio Management

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

Investing During Stock Market Highs

Watch to learn how to invest when the stock market is at all-time highs.

Earnings Season: What to Look For

Find out what traders should watch for during earnings season.

What Should You Do with Your Employee Stock?

Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?

Broker-Dealers vs. Investment Advisors

Broker-dealers and advisors are both obliged to work in your best interest but in different ways. Learn the regulatory differences between the two as well as several key terms.

Tips to Maximize Your Savings Near Retirement

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

How Hedging Can Reduce Portfolio Risk

Hedging with futures may help reduce risk in a portfolio. Lower volatility can translate into lower risk.

3 Strategies for Bonds & Cash in Wealth Management

Income and diversification are important when creating an investment plan, but timing of cash flow may be more important for part of a portfolio when money is needed soon.

Schwab's 2024 Long-Term Capital Market Expectations

Our current 10-year outlook highlights better opportunities for cash and bonds, primarily driven by higher starting yields, and a steady outlook for stocks.

Personal Finance Calendar for 2024

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

How Well Do You Know Market Cap?

Market cap is a key guidepost for anyone building a portfolio. Here's what to know.