Bill Koehler

What’s in your portfolio? Ideally, it contains an appropriate blend of investments from various asset classes. By adjusting how much you own of each asset class, you can adjust the risk/reward in your portfolio to create a mix that suits your goals.

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.

Saving and investing are more a marathon than a sprint, but changing things up using the concept of fartlek training may get you to your financial goal faster. Carrie Schwab- Pomerantz explains.

Put 2021 on the Fast Track with a Financial Fartlek Applying the Swedish concept of fartlek training to your finances just might get you to your long-term goal faster.

Schwab's mid-year outlook is available now, and there are three key points Jeffrey Kleintop says we should take into account for in the rest of 2020:

2020 Mid-Year Outlook: Global Stocks and Economy In our 2020 Global Market Outlook, we cited many indicators pointing to heightened risk of a recession; now we highlight increasing signs of a recovery from one.

Charitable planning is particularly important in times of uncertainty. With gains seen in the major U.S. stock indexes, it’s a potentially ideal time to donate appreciated investments, such as publicly traded stock, mutual funds or ETFs. Planning strategies like these may help you unlock even more to give to your favorite causes.

Why It Might Make Sense to Donate Your Best Investments Instead of Cash It’s vital to understand how appreciated non-cash assets can be an important part of a philanthropic wealth management strategy. Assets that have appreciated in value can be among the most tax-advantaged items to contribute to charity because you can potentially eliminate capital gains tax liabili...