Lessons in behavioral finance

Behavioral finance insights to support your clients and your practice
Read transcript

In this brief video, Omar Aguilar, Chief Executive Officer and Chief Investment Officer of Schwab Asset Management, explains investor biases and suggested remedies that may help ease clients’ investing behaviors.

Learn more about behavioral finance:

  • Client-approved infographic
    Use this infographic with clients to help manage their triggers and biases.

  • Biagnostics
    Build behavioral finance into your practice with Biagnostics. This program includes implementation materials for advisors as well as educational materials for investors to help manage their biases.

  • The fundamentals of behavioral finance
    Practical insights that can help advisors deliver even more value to clients--and potentially build even stronger practices.

  • Behavioral finance insights
    Explore expert perspectives on global equity markets through a behavioral finance lens.

About the author

Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer