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Charles Schwab’s 7 Winning Plays for Investing

1

Think long-term. Aim high but be grounded—start with clear goals and adjust as life evolves.

Establish a Plan

2

Small, consistent contributions compound over time. Even $50 monthly can grow into a future fortune.

Start Saving Today

3

Think like a coach—spread talent across different assets to reduce risk and optimize growth.

Diversify Your Portfolio

4

Protect your gains! Fees can chip away returns, so opt for low-cost options wherever possible.

Minimize Fees

5

Like defense in sports—limit losses by setting rules for how much risk you’re willing to take.

Protect Against Loss

6

Adjust your lineup as the market shifts. Check your portfolio periodically to keep your goals in sight.

Rebalance Regularly

7

Market noise is like crowd chatter—don’t let it sway your strategy. Stay focused on your game plan.

Ignore the Noise

Top 5 Pillars of Morgan Stanley - a Winning Strategy