Making smart portfolio decisions require more than just choosing investments. It requires managing your own behavior. Mark speaks with Schwab Wealth Advisory’s Chief Portfolio Strategist Kasey McCurdy about how emotions influence investing decisions and why investors often struggle with rebalancing, diversification, and staying invested during market volatility. Along the way, they share practical ways to approach portfolio construction and avoid common behavioral investing pitfalls.
After you listen:
• Learn how a goals-based approach to investing can help you build and manage a portfolio with Schwab Wealth Advisory™ ( .
• Check out Schwab’s resources on portfolio management ( for more about diversification, rebalancing, and other long-term investing strategies.
Financial Decoder ( is an original podcast from Charles Schwab.
If you enjoy the show, please leave us a rating or review on Apple Podcasts ( .
Reach out to Mark on X @MarkRiepe ( with your thoughts on the show.
Follow Financial Decoder on Spotify ( to comment on episodes.
Important Disclosures
This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.
Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.
Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.
There are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.
Schwab Wealth Advisory™ (“SWA”) is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. (“Schwab”). Schwab Wealth Advisory, Inc. (“SWAI”) is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.
Investing involves risk, including loss of principal.
Past performance is no guarantee of future results.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
0726-GHDM
source
