Portfolio Management

Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

performance risk asset allocation rebalancing company earnings portfolio management planning robo advice fundamental analysis investment management rebalancing index funds performance diversification income fees growth diversified portfolios cost basis commodities cash
Risk

Ways to Help Reduce Risk in Your Portfolio

A market downturn can expose risk in your portfolio. Here are some considerations to help manage portfolio risk to stay on track of your financial goals.

Financial Planning

A Holistic Approach: Do You Need a Wealth Advisor?

Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.

Trading

What to Know About After-Hours Trading

What is after-hours trading? How does it work? Learn about the rules, risks, and benefits of extended-hours trading.

Markets and Economy

Songs of Experience: Reminiscences of a Strategist

It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

Cash

How Much Cash Is Too Much Cash?

Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it.

Financial Planning

(Bonus) Does Your Portfolio Need Decluttering?

In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.

Financial Planning

Do Investing Pros Make Smart Buy and Sell Decisions?

Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.

Equity Compensation

What Should You Do with Your Employee Stock?

Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?

Portfolio Management

Using Tactical Allocation Tilts During Volatile Markets

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

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.

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. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

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