Rebalancing

Help stay on track with your investment goals by maintaining your original asset allocation or making adjustments to reflect changes in your risk profile.

risk asset allocation company earnings robo advice fundamental analysis performance diversification fees
Portfolio Management

Portfolio Management Checklist

Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up.

Risk

Ways to Help Reduce Risk in Your Portfolio

A market downturn can expose risk in your portfolio. Here are some considerations to help manage portfolio risk to stay on track of your financial goals.

Market Volatility

Volatility: What to Do During Turbulence

Turbulent market conditions can make anyone nervous. Here's what investors should know about dealing with them.

Portfolio Management

5 Tips for Weathering a Recession

How to help position your portfolio in anticipation of an economic downturn.

Tax Loss Harvesting

Tax-Loss Harvesting

Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

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.

Portfolio Management

4 Tips for New Investors

How to start smart and manage your risk.

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. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

0924-RGR0