Report Archive

A weekly review of trends, facts and tips for journalists.

July 30, 2008 The Schwab Report

The process of asset allocation can be overwhelming for many investors. Mark Riepe helps make sense of it all by exploring three aspects of asset allocation and what they mean for a portfolio.

Some investors may be looking to hedging strategies to defend against financial loss. Rande Spiegelman offers hedging strategies and explains what makes a hedge effective.

July 23, 2008 The Schwab Report

Recent bank failures have many savers nervous. Schwab explains how the FDIC and structuring accounts can help protect assets in the banking system.
Mark Riepe explains the importance of asset allocation and the first steps toward making sure a portfolio's asset allocation is where it needs to be.

July 16, 2008 The Schwab Report

To assist investors with minimizing stock-specific risk, Greg Forsythe shares Schwab's best practices for properly constructing a diversified stock portfolio.
Deciding when to sell a stock is a constant struggle many investors share. Rande Spiegelman reviews the fundamental reasons for selling a security.

July 9, 2008 The Schwab Report

Many long-term investors are looking for higher yields without taking on substantially more risk. Christopher Burdick explains the benefits of investment-grade corporate bonds in today’s market.
As college costs continue to skyrocket, Rande Spiegelman explores various tax-advantaged college savings accounts to help families save more.

July 2, 2008 The Schwab Report

Christopher Burdick discusses the Fed’s fund rate pause and the thought-provoking twists it faces as it strives to maintain its dual mandate of maximum sustainable employment and price stability.
Diversification is key to controlling excessive investment risk. Mark Riepe provides tips on how investors should think about diversification and how to properly apply it to their investment strategies.