Asset Management

Asset Management
Register

Exceptional Advisor

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.

About the author

Omar Aguilar

Omar Aguilar, Ph.D.

President, Chief Executive Officer, and Chief Investment Officer
Learn more about Omar

What to read next

Behavioral finance

3 biases to watch out for in a volatile market

Use this short guide to help guide clients through periods of market volatility. Understand the behaviors to look for and which investment strategies and solutions could help keep them on track.
Fixed Income

5 post-election insights regarding municipal market credit conditions

Questions about municipal market credit conditions have arisen amid the fallout from the 2024 elections. We explore these topics through a credit lens in this white paper.
Reid Tomlin, Pat Liberatore
Chart in a Minute

A bright future for bonds, even after a late 2023 rally?

We think the outlook for fixed income remains quite favorable, even after an impressive rally in late 2023. Consider using this client-approved chart as a conversation starter.