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.

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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.

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.

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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