Investing Insights

Welcome to our education hub featuring content and videos on automated investing, market commentary and more.

Featured Articles

  • Schwab Intelligent Portfolios & Q3 2022 Market Performance¹

    October 13, 2022
    Markets started Q3 with a rally over optimism for a potential Fed pivot that quickly shifted to recession fears and another market slide to new lows for 2022. For Schwab Intelligent Portfolios, the pressure on both stocks and bonds resulted in negative returns in Q3 and YTD, though diversification helped moderate overall portfolio declines.
  • How the combination of people and technology provides value to Schwab Intelligent Portfolios

    September 29, 2022
    Your Schwab Intelligent Portfolios® account is much more than just an algorithm. It's an automated portfolio with human oversight. Schwab Intelligent Portfolios was designed to use a combination of people and technology to help make investing more accessible, more efficient and lower cost.
  • Have a Plan and Stay the Course When Markets Turn Turbulent

    October 10, 2022
    We know that markets can be volatile in the short term. But we also understand that having a long-term strategic asset allocation plan and sticking to that plan through periods of market volatility are among the keys to long-term investment success.

Featured White Papers

  • Schwab Intelligent Portfolios Guide to Asset Classes & ETFs

  • Rebalancing and Tax-loss Harvesting in Schwab Intelligent Portfolios

  • Schwab Intelligent Income: A Simple, Modern Way to Pay Yourself from Your Portfolio

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