Rebalancing

May 21, 2022

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

Ways to Help Reduce Risk in Your Portfolio

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

Year-End Portfolio Checkup: 5 Tax-Smart Tips

The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these five tax-smart steps now.

4 Tips for New Investors

How to start smart and manage your risk.

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?

Why do clients use our portfolio checkup?

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.

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?