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?​​​​​​​

D.J. Tierney, Senior Investment Portfolio Strategist, Charles Schwab Investment Advisory, Inc., and Brent Leadbetter, CFA®, Partner, Research Affiliates, discuss fundamental indexing in today’s market environment and address some of the primary concerns advisors have around risks in the market.

Featured episode: “The power of negative thinking”

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

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.