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. Or explore other investing topics:

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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

5 Tips for Weathering a Recession

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

International

Recession: The Risk Is in the Reversal

Investors often notice the overall direction of markets; missed changes in asset classes under the surface could see a shark attack take a big bite out of unprepared portfolios.

Risk

Ways to Help Reduce Risk in Your Portfolio

This game plan can help you play defense in turbulent times.

Portfolio Management

4 Tips for New Investors

How to start smart and manage your risk.

Stocks

COVID and the Market: A Case Study

The stock market normally leads the economy, but what happens when the economy's path isn't clear?

Portfolio Management

Does Your Portfolio Need Adjusting?

Calculating the performance of your portfolio can be tricky. If you don't get it right, you might not be able to answer the pivotal question of whether or not you need adjust your mix of investments. How do your built-in biases affect the way you think about your investments' performance? In this episode, Mark Riepe looks at some ways to mitigate common errors and avoid miscalculating past performance.

Portfolio Management

What Should You Sell?

In this episode of Financial Decoder, host Mark Riepe, head of the Schwab Center for Financial Research, examines the psychological forces that impact a common investing decision: What should you sell?

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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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