Portfolio Management
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
Schwab's 2024 Long-Term Capital Market Expectations
Our current 10-year outlook highlights better opportunities for cash and bonds, primarily driven by higher starting yields, and a steady outlook for stocks.
Personal Finance Calendar for 2024
Our month-by-month guide to help get your finances in top shape this year.
How Well Do You Know Market Cap?
Market cap is a key guidepost for anyone building a portfolio. Here's what to know.
4 of Investors' Biggest Concerns Now
Schwab experts answer questions about locking in higher interest rates, the likelihood of a "soft landing" for the economy, and more.
Celebrating 50 Years of Innovation
Since its founding in 1973, Charles Schwab has helped pioneer market access, lower fees, financial literacy, and more. Here's an up-to-the-minute guide to our initiatives and offerings.
Using Tactical Allocation Tilts During Volatile Markets
How to implement tactical allocation tilts based on short-term market expectations.
Identifying Head-and-Shoulders Patterns in Stock Charts
Identifying so-called head-and-shoulders patterns can be tricky.
ETFs: How Much Do They Really Cost?
If you're considering investing in ETFs to diversify your portfolio, you'll want to be aware of the additional costs you might incur.
Avoid these 9 Scary Money Mistakes
What can Halloween teach you about money? Personal finance and investing don't have to be scary when you avoid these common mistakes.
Where Should You Hold Your Cash?
Consider ease of access, insurance, and yield when deciding where to hold your cash.