Podcasts: On-demand expertise in behavioral finance

Learn about hidden forces that can affect clients’ decisions, and how those forces can improve decision-making.


Market Commentary

Featured episode: “Behavioral finance through a pandemic lifecycle”

Omar Aguilar, Managing Director and Chief Investment Officer, Head of Investments at Schwab Asset Management, joins Bob Powell with the Investments and Wealth Institute to discuss key takeaways from BeFi Barometer 2021.

Market Commentary

Featured episode: “The power of negative thinking”

Anticipating and planning for obstacles can sometimes be more powerful than adopting a positive mindset.

Market Commentary

Featured episode: "Which trust may be right for you?"

There are many advantages to having a trust in addition to a will, but is a trust right for you?​​​​​​​

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