Portfolio Management

Format
Section
Category
Life Event
CONTENT WITH Portfolio Management

Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
by
Jeffrey Kleintop
June 21, 2022
Investors often notice the overall direction of markets; missed changes in asset classes under the surface could see a shark attack take a big bite out of unprepared portfolios.
by
Jeffrey Kleintop
April 25, 2022
Consider hedging the possible risk of higher interest rates with the addition of short duration stocks, a potential way to manage risk while remaining invested in the markets.
by
Liz Ann Sonders
March 24, 2022
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it’s not a simple relationship.
by
Schwab Center for Financial Research
March 23, 2022
There are multiple ways to access the market.
by
Jeffrey Kleintop
February 28, 2022
Global leaders backed a new round of sanctions on Russia, but it is unclear at this time if these additional measures will be successful at avoiding an energy shock.
by
Jeffrey Kleintop
February 14, 2022
A large home bias, even with international sales exposure, may not diversify investors across sectors, endangering financial goals when new economic cycles shift long term trends.
by
Jeffrey Kleintop
November 22, 2021
Persistent high-tide growth is likely to help float the global economy safely over the rocks of risks in 2022, despite waves of worries: COVID, inflation, shortages & rate hikes.
November 12, 2021
These unexpected expenses can derail your retirement. Here’s how to get ahead of them.
by
Hayden Adams
September 28, 2021
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

Financial Decoder: Season 6 Episode 3

use_simplecast_player

November 23, 2020 5:00 AM EST
Successful investing is about what you buy and when you buy it, but also what you sell and when you sell it. So how do you decide which stocks and bonds to sell when?
Thumbs up / down votes are submitted voluntarily by readers and are not meant to suggest the future performance or suitability of any account type, product or service for any particular reader and may not be representative of the experience of other readers. When displayed, thumbs up / down vote counts represent whether people found the content helpful or not helpful and are not intended as a testimonial. Any written feedback or comments collected on this page will not be published. Charles Schwab & Co., Inc. may in its sole discretion re-set the vote count to zero, remove votes appearing to be generated by robots or scripts, or remove the modules used to collect feedback and votes.

Not all products, services, or investments are available in all countries. Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

Investing in U.S. securities is not without risk. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost.

© 2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

Own your tomorrow logo