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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Rebalancing
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Retiring earlier than you planned may not be your first choice, but you can take steps to shore up your portfolio to help achieve your retirement goals.
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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 six tax-smart steps now.
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What does a “correction” mean, what’s likely to happen next and what can investors do now?
How to make the best of a bad situation.
Whenever there’s a rapid drop in the stock market, whatever the cause, some investors wonder whether they should just get out of the market for a while. Here’s why that approach usually doesn’t work.
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Market volatility can make anyone nervous. Here’s what investors should know about dealing with it.

Schwab’s Kathy Jones (SVP, Chief Fixed Income Strategist) explores the challenges modern retirees face when planning for a reliable source of retirement income.

On Financial Decoder, we often emphasize the importance of taking a long-term approach to investing, but not everyone has that luxury.

How regularly rebalancing your portfolio can help reduce risk.
Market downturns are inevitable. Your response is not.
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