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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 Temptation of Now”

How are our choices influenced by how we experience time—both the here and now and the future? In this episode of Choiceology, host Katy Milkman examines the present bias, which has an outsized influence on the decisions we make, and how we can combat it. You’ll also hear from Nobel prize-winning economist Richard Thaler and renowned psychologist Angela Duckworth.

Market Commentary

Featured episode: "Should you diversify differently?"

In this episode of Financial Decoder™, Omar Aguilar joins host Mark Riepe to discuss how cognitive biases might be preventing you from building a truly diversified portfolio—and how you can change that.

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