Portfolio Management
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CONTENT WITH Portfolio Management
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
How to Cut Your Tax Bill With Tax-Loss Harvesting
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
Schwab Market Update
The Schwab Market Update podcast delivers our informative summary of each day's trading and financial news.
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax exemptions.
COVID and the Market: A Case Study
The stock market normally leads the economy, but what happens when the economy’s path isn’t clear?
How to Use a Total-Return Approach for Retirement Income
Dividends and interest aren’t likely to be enough to cover most investors’ income needs. Planning for some asset sales may be more realistic.
Financial Planning for the Self-Employed
How the self-employed can create a sound financial plan and save for retirement.
3 Ways to Kickstart Your Portfolio
One key component of an investment strategy is a diversified portfolio. Here are three ways you can kickstart your portfolio no matter your investment style.
When Should You Take Social Security?
You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's how to decide.
How Well Has Environmental, Social, and Governance Investing Performed?
It’s natural to ask if there’s a downside to ESG.
Building an Environmental, Social, and Governance Investing Portfolio
How to explore or get started with ESG, at your own pace.
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