Portfolio Management
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
How Well Do You Know Market Cap?
Market capitalization is a key guidepost for anyone building a portfolio. Here's what to know.
How and Why to Use Equity Risk Premium
The equity risk premium can help traders gauge market sentiment, measure stock market valuations, and compare the risk-reward trade-off in asset classes.
Is a Business Development Company Worth the Risk?
Business development company (BDC) investments are known for their attractive yields—and their risks. Here's what to know about investing in BDCs.
Using S&P 500 Put Options to Hedge a Downturn
Using S&P 500 put options for temporary downside portfolio protection when concerns over an event-driven sell-off are elevated.
How to Hedge in a Volatile Market
Options hedging strategies allow investors to insure against market risk, although this protection comes at a cost. Find out how to hedge with options.
Bonds vs. Bond Funds: Which Is Right for You?
Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.
What Should Your Advisor Know About You?
How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.
Three Things to Know About the Wheel Strategy
The options wheel strategy involves selling cash-secured puts, and if they're assigned, writing covered calls on the stock, which might be repeatable. Here are three things to know.
6 Ways to Take Advantage of a Bad Market
Certain moves could make more sense during a bad market than during a good one. Here are six.
Schwab's 2025 Long-Term Capital Market Expectations
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.