The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.
Rebalancing may cause investors to incur transaction costs and, when rebalancing a non‐retirement account, taxable events may be created that may affect your tax liability.
Investing involves risk including loss of principal.
Schwab does not recommend the use of technical analysis as a sole means of investment research.
Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.
Please note that this content was created as of the specific date indicated and reflects the author’s views as of that date. It will be kept solely for historical purposes, and the author’s opinions may change, without notice, in reaction to shifting economic, market, business, and other conditions.
Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.
All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.
The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.
Indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.
S&P 500® Index is a market-capitalization weighted index that consists of 500 widely traded stocks chosen for market size, liquidity, and industry group representation.