Schwab Market Talk

Advisors, join our monthly webcast series to get your market and economic questions answered by Schwab experts Liz Ann Sonders, Kathy Jones and Michelle Gibley.

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We champion the needs of investors in all we do

Schwab Asset Management offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. Operating through clients’ eyes and putting them at the center of our decisions for 30+ years, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

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Timely tactics to help clients stay on track

Catch the latest Timely Tactics video for practical tips on easing client worries and helping them see bright spots and opportunities—even in today’s volatile market.

RESOURCE

The art and science of behavioral finance

Find insights and tools to unlock the power of behavioral finance, strengthen client relationships and optimize investing outcomes.

Chart in a Minute

Use these market charts to support your conversations with clients about asset-allocation opportunities.

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Real-time guidance for today’s markets

Catch the latest Timely Tactics video for practical tips on easing client worries and helping them see bright spots and opportunities—even in today’s volatile market.

Timely tactics to help clients stay on track

Our approach to asset allocation

At Schwab Asset Management®, asset allocation isn’t just a concept—it’s a research-driven process designed to align investments with each client’s financial goals, risk tolerance and time horizon. It serves as the foundation of our model portfolios, helping to create diversified, well-balanced investment solutions tailored to clients’ unique needs.

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Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus via www.schwabassetmanagement.com/prospectus. Please read the prospectus carefully before investing.

​Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®.

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