Asset Allocation

Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.

risk company earnings robo advice fundamental analysis rebalancing performance diversification fees
Asset Allocation

How Well Do You Know Market Cap?

Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

Portfolio Management

Using Tactical Allocation Tilts During Volatile Markets

How to implement tactical allocation tilts based on short-term market expectations.

Financial Planning

Diversification 101: Lessons from My Air Jordans

My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

Asset Allocation

What's in Your Portfolio? The Role of Various Asset Classes

Stocks, bonds, commodities, and other asset classes each play a unique role in your portfolio.

Retirement

Are Crypto and Retirement Savings a Risky Mix?

Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?

Cash

Too Much Cash? Tips for Reinvesting Your Money

When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing and reentering the market gradually.

Retirement Income

Phasing Retirement with a Bucket Drawdown Strategy

Learn about the "bucket approach," a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.

Portfolio Management

What's Your Risk Capacity?

It's not how much risk you can stomach that counts—it's how much time you have left to save.

Back to Top Back to Top

Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

0322-240P