Investing Insights Articles

How Schwab Intelligent Portfolios Can Help Simplify Tax Reporting

Learn about important tax documents and where to find them on the Schwab Intelligent Portfolios website.
January 10, 2022

Why We Update Portfolio Allocations and ETFs Each Year

Our annual asset allocation and ETF review helps make sure your portfolio continues to reflect the long-term investment landscape to keep it aligned with your risk profile.
June 21, 2020

Understanding ETFs and Dividends

Understanding how dividend distributions occur can help avoid confusion over a potential unexpected change in portfolio value.
December 9, 2019

What is an ETF?

ETFs are similar to mutual funds, but there are key differences.
September 16, 2019

Why Diversification Matters: Markets Rarely Deliver "Average" Returns

Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.
July 22, 2019
Product|Category

What Type of Account Should I Open with Schwab Intelligent Portfolios?

Unsure about which Schwab Intelligent Portfolios™ account is appropriate for you? Consider your options.
March 4, 2019

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