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☆ This is a great opportunity to rebalance fixed-income allocations, says Schwab's Omar Aguilar
▼ + stars: | 2024-11-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis is a great opportunity to rebalance fixed-income allocations, says Schwab's Omar AguilarOmar Aguilar, Schwab Asset Management CEO & CIO and Brooke May, Evans May Wealth managing partner, joins 'Closing Bell: Overtime' to discuss markets and economy.

Persons: Schwab's Omar Aguilar Omar Aguilar, Brooke May, Evans Organizations: Schwab Asset Management, Wealth

☆ Position for higher volatility ahead of election, says Bank of America's Jill Carey Hall
▼ + stars: | 2024-09-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPosition for higher volatility ahead of election, says Bank of America's Jill Carey HallJill Carey Hall, Bank of America, and Omar Aguilar, Schwab Asset Management CEO, joins 'Closing Bell Overtime' to talk the day's market action.

Persons: America's Jill Carey, Jill Carey, Omar Aguilar Organizations: America's, Jill Carey Hall , Bank of America, Schwab Asset Management

☆ Coinbase has worst week of the year as crypto stocks plummet
▼ + stars: | 2024-09-06 | by ( Mackenzie Sigalos | ) www.cnbc.com time to read: +5 min

(Photo Illustration by Justin Sullivan/Getty Images) Justin Sullivan | Getty ImagesCryptocurrency exchange Coinbase just wrapped up its worst week of the year. According to CoinGlass, September is historically a difficult trading month for crypto assets, with bitcoin notching an average loss of 4.8%. The Crypto Fear & Greed Index, a gauge of crypto market sentiment, is firmly in the "Extreme Fear" zone, indicating that investors are worried about price moves. On Friday, the Bureau of Labor Statistics reported a cooldown in the labor market with August payrolls falling short of expectations. Crypto equities hit hardestWhile it was a rough week for risky assets of all sorts, investors over-indexed in crypto stocks had it particularly bad.

Persons: Justin Sullivan, Schwab, CoinGlass, Bitcoin, payrolls, Leena ElDeeb, MicroStrategy, Michael Saylor, CleanSpark, Jerome Powell, Donald Trump, Trump, Gary Gensler Organizations: Securities, Exchange, Securities and Exchange Commission, Marathon, Nasdaq, bitcoin, Labor, of Labor Statistics, SEC, JPMorgan Chase, Federal Reserve, August's, U.S, Republican Locations: CALIFORNIA, San Anselmo , California, Bitcoin, U.S, MicroStrategy, Coinbase, Nashville

☆ The Fed will now focus on unemployment and labor markets, says Charles Schwab's Omar Aguilar
▼ + stars: | 2024-07-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed will now focus on unemployment and labor markets, says Charles Schwab's Omar AguilarOmar Aguilar, Schwab Asset Management CEO, and Deepak Puri, Deutsche Bank Wealth Management Americas CIO, join 'Closing Bell: Overtime' to discuss the election's impact on the markets.

Persons: Charles Schwab's Omar Aguilar Omar Aguilar, Deepak Puri Organizations: Schwab Asset Management, Bank Wealth Management

☆ Morningstar calls this ETF the ‘gold standard’ for dividend funds. Here’s why
▼ + stars: | 2024-06-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

When it comes to dividend funds, the Schwab U.S. Dividend Equity ETF is “the gold standard,” according to Morningstar. The exchange-traded fund seeks to track the total return of the Dow Jones U.S. Dividend 100 Index. Therefore, it is not like its peers that track a broad market index, Jackson pointed out. It also looks at return on equity, dividend yield and the dividend growth rate over the past five years. After the stocks are selected, the index market cap weighs them, with a maximum position around 4%.

Persons: Morningstar, Ryan Jackson, ”, Russell, Jackson, Schwab, D.J, Tierney, Morningstar's Jackson Organizations: Schwab, SEC, Morningstar, Dow Jones U.S, Schwab Asset Management

☆ Investors need to watch out for momentum risks, says Schwab's Aguilar
▼ + stars: | 2024-04-26 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors need to watch out for momentum risks, says Schwab's AguilarOmar Aguilar, Schwab Asset Management CEO and CIO, joins 'Money Movers' to discuss Aguilar few on the Federal Reserve's path, what the CIO has learned from the earnings season, and more.

Persons: Schwab's Aguilar Omar Aguilar, Aguilar Organizations: Schwab Asset Management

☆ These niche funds provide investors with steady monthly payments in retirement
▼ + stars: | 2024-03-12 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Some investors looking for steady income in retirement are turning to managed payout funds. There are just a handful of these niche mutual funds, which pay monthly income to investors, Morningstar portfolio strategist Amy Arnott said. Schwab offers three such funds: Schwab Monthly Income Fund - Income Payout (SWLRX), Schwab Monthly Income Fund - Flexible Payout (SWKRX) and Schwab Monthly Income Fund - Target Payout (SWJRX). The Schwab Monthly Income Fund - Target Payout (SWJRX), on the other hand, aims to offer a 5% annual payout. Managed payout funds are not offered in many defined contribution plans, such as 401(k)s. In fact, a 2022 Cerulli survey of defined contribution plan consultants showed just 17% of the plans offered any managed payout funds.

Persons: Morningstar, Amy Arnott, Schwab, Inga Rachwald, Schwab's, Morningstar's Arnott, Rachwald, Arnott, Brett Lozowski, doesn't Organizations: Schwab, Income, Schwab Asset Management, Planning Partners

☆ This shift in the Treasury market may set investors up for solid gains
▼ + stars: | 2024-02-24 | by ( Josephine Rozzelle | ) www.cnbc.com time to read: +1 min

Investor sentiment toward intermediate-term Treasury bonds may be changing. "So, they're looking to reposition the fixed-income portion of their portfolio to take advantage of where interest rates are likely to go next." It's a shift from last year when short-term bonds and money market funds saw large inflows. "Taking on some duration risk makes sense, but I wouldn't go too far out on the curve," he said. "The risk-return dynamics [of] getting too far out on the long end don't make a ton of sense to me."

Persons: David Botset, you'll, Nate Geraci Organizations: Federal

☆ ETF Edge: The rise of intermediate term bonds
▼ + stars: | 2024-02-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge: The rise of intermediate term bondsDavid Botset, Schwab Asset Management Solutions senior vice president and head of strategy and product, joins CNBC's Bob Pisani on 'Halftime Report' to discuss the moving interest towards intermediate term bonds.

Persons: David Botset, Bob Pisani Organizations: Schwab Asset Management Solutions

☆ ETF Edge, February 21, 2024
▼ + stars: | 2024-02-21 | by ( Bob Pisani | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge, February 21, 2024David Botset, Schwab Asset Management head of innovation and stewardship, and Nate Geraci, The ETF Store president, join CNBC's Bob Pisani on 'ETF Edge' to discuss the risk of high tech concentration, spot bitcoin trading, the growing investor appetite for intermediate-term Treasury bonds and more.

Persons: David Botset, Nate Geraci, Bob Pisani Organizations: Schwab Asset Management

☆ Rock & hard place: What's a bond investor to do now?
▼ + stars: | 2024-02-21 | by ( Bob Pisani | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRock & hard place: What's a bond investor to do now? David Botset, Schwab Asset Management head of innovation and stewardship, and Nate Geraci, The ETF Store president, join CNBC's Bob Pisani on 'ETF Edge' to discuss the growing appetite for intermediate-term Treasury bonds and the bond conundrum facing investors.

Persons: David Botset, Nate Geraci, Bob Pisani Organizations: Schwab Asset Management

☆ These money market funds have yields that top 5%
▼ + stars: | 2023-10-11 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

With yields at around 5%, money market funds have been attracting investors in droves — yet not all funds are the same. Right now, prime funds yield an average 5.18%, while the average government fund's yield is 4.98%, per iMoneyNet. The weighted average maturity of retail prime money market funds is around 32 days, said Shelly Antoniewicz, deputy chief economist at the Investment Company Institute. Correction: A table in an earlier version of this report incorrectly described the listed funds as government money market funds. They are prime money market funds.

Persons: Dave Lafferty, Deborah Cunningham, Shelly Antoniewicz, Hermes, Cunningham, Crane, Peter Crane Organizations: Crane Data, Schwab Asset Management, Federated Hermes, Investment Company Institute . Retail, Federal Reserve, ICI, Government, Fed

☆ We have been encouraging our clients to be 'barbell': Schwab Asset Management CEO
▼ + stars: | 2023-09-29 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe have been encouraging our clients to be 'barbell': Schwab Asset Management CEOOmar Aguilar, Schwab Asset Management CEO, joins 'Squawk on the Street' to discuss the recent spate of economic data, whether the long-term yield performance is worrying, and more.

Persons: Omar Aguilar Organizations: Schwab Asset, Schwab Asset Management

☆ Yields on inflation-protected bonds spiked after the Fed’s tough outlook. What’s next for investors
▼ + stars: | 2023-09-27 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

The yield on the 5-year TIPS was 2.48% on Wednesday afternoon, while the rate on the 10-year TIPS was 2.29%. The par value of the bonds adjusts with inflation, based on the consumer price index for all urban consumers. Duration is a measure of a bond's price sensitivity to changes in interest rates, and as bond prices swooned in 2022, TIPS also suffered. "They're not always the perfect inflation hedge in the short term, and they are very sensitive to changes in market interest rates." Be aware that while there are no state or local taxes on interest, federal taxes apply.

Persons: Brett Wander, Morningstar, US5YTIPS, Bill Ahmuty, Amy Arnott, They're, Arnott Organizations: Federal Reserve, Schwab Asset Management, Fed, State Street Global Advisors, Morningstar Research Services Locations: TreasuryDirect

☆ Schwab slashes fees on more fixed income ETFs
▼ + stars: | 2023-09-25 | by ( Suzanne Mcgee | ) www.reuters.com time to read: +1 min

REUTERS/Lee Jae-Won/File Photo Acquire Licensing RightsSept 25 (Reuters) - Schwab Asset Management on Monday said it cut fees on the Schwab High-Yield Bond ETF (SCYB) and the Schwab U.S. That brings the fees for those products to the same level as its other fixed income ETF products. State Street slashed fees on ten SPDR ETFs in August, including that high-yield bond product. Schwab doesn't want these low-cost ETFs to end up as loss leaders for the company's array of asset management products, Bostet said. Schwab has nearly $300 billion in ETF assets under management, out of more than $920 billion managed by Schwab Asset Management overall.

Persons: Lee Jae, David Botset, Bostet, Schwab doesn't, Schwab, Suzanne McGee, Sonali Paul Organizations: REUTERS, Schwab Asset Management, Schwab, Bond, Management, Thomson Locations: Seoul, Schwab U.S

☆ The Federal Reserve is likely to keep rates high. Here's a strategy to generate income and reduce risk
▼ + stars: | 2023-08-03 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +2 min

Near-dated Treasurys have seen a sizeable boost since the Federal Reserve has embarked on its rate-hiking campaign, and a strategy that allows investors to generate income in the short term is taking off. To that effect, the firm this week launched a trio of Treasury bond laddering strategies: six-month, 12-month and 24-month offerings, managed by its Wasmer Schroeder Strategies team. "There are two bond investors: total return and income," Lafferty said. "For income investors, those higher yields are still at the shorter end, and these might be people who are pulling income out of their portfolio or retirees who need to spend their current income," he added. For investors who are thinking longer term, Schwab offers 5-year to 15-year ladders, as well as a 1-year to 5-year variety.

Persons: Bond, Charles Schwab, Warren Buffett, US3M, David Lafferty, Schroeder, Lafferty, Schwab Organizations: Federal Reserve, Schwab Asset Management, Treasury

☆ What 'Shark Week' can teach investors about a money 'survival instinct'
▼ + stars: | 2023-07-27 | by ( Greg Iacurci | ) www.cnbc.com time to read: +4 min

Aaronp/bauer-griffin | Gc Images | Getty ImagesIt's "Shark Week," the annual television-programming event on Discovery that stars the ocean's apex predators. Specifically, investors have a tendency to get swept away by the fear or euphoria of the recent past. This is called "recency bias," and it's often accompanied by financial loss. "People need to understand that recency bias is normal, and it's hard-wired," said Charlie Fitzgerald III, an Orlando, Florida-based certified financial planner. Investors are most vulnerable to recency bias, he said, when on the precipice of a major life change such as retirement, when market gyrations may seem especially scary.

Persons: bauer, Charlie Fitzgerald III, Steven Spielberg's, Omar Aguilar, Fitzgerald, I'm, Moisand Fitzgerald Tamayo, FOMO Here's, Aguilar, Christopher Polk Organizations: San Diego Convention Center, Aaronp, GameStop, Schwab Asset Management, Universal Studios Home Entertainment, Filmmagic, Getty, Finance Locations: Orlando , Florida

☆ Here's how making poor investment choices is like watching classic thriller 'Jaws'
▼ + stars: | 2023-07-21 | by ( Greg Iacurci | ) www.cnbc.com time to read: +1 min

Investors can get swept away by the fear or euphoria of the recent past — and it often costs them financially. "Recency bias" is the tendency to put too much emphasis on recent events, like a stock-market rout or the meteoric rise of bitcoin or a meme stock like GameStop, for example. Investor choices are guided by these short-term events — which may be counter to their best interests, as is often the case when selling stocks in a panic. "Would you want to go for a long ocean swim after watching 'Jaws'? Probably not, even though the actual risk of being attacked by a shark is infinitesimally small," wrote Omar Aguilar, CEO and chief investment officer at Schwab Asset Management.

Persons: Steven Spielberg's, Omar Aguilar Organizations: GameStop, Finance, Schwab Asset Management

☆ New ETFs give income investors different ways to play volatile bond yields in the second half
▼ + stars: | 2023-07-07 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +4 min

The Pimco Multisector Bond Active ETF (PYLD) launched in June, giving investors a way to follow one of the biggest names in fixed income during the volatile bond market. As the fixed income ETF market matures, major asset managers are trying their hand at multisector bond funds. Recent launches include Capital Group's U.S. Multisector Income ETF (CGMS) and BlackRock's Flexible Income ETF (BINC) , which is co-managed by Rick Rieder , the firm's chief investment officer for global fixed income. For financial advisors or investors who want to make investment decisions themselves, there are more targeted bond funds available. "There's a pretty long runway for investors to increase their allocation to fixed income.

Persons: Rick Rieder, Dan Ivascyn, Sonali Pier, D.J, Tierney, you've, Schwab, Schwab's Tierney Organizations: Treasury, Capital, Multisector, Pimco, CNBC, Schwab Asset Management, Fed Locations: Capital Group's, U.S, iShares

☆ Wall St Week Ahead After first-half rally, stocks' July winning streak on the line
▼ + stars: | 2023-06-30 | by ( Lewis Krauskopf | ) www.reuters.com time to read: +5 min

The S&P 500 defied recession fears and a U.S. banking crisis to notch a 15.9% gain in the first half. The S&P 500 (.SPX) has posted a positive return in eight consecutive Julys, and the tech-heavy Nasdaq 100 index (.NDX) has climbed in July for 15 straight years. S&P 500 companies are expected to post an overall drop in earnings of 5.7% from the year-earlier period, according to Refinitiv IBES. The S&P 500 is trading at 19.1 times forward earnings estimates, well above its historic average P/E of 15.6 times, according to Refinitiv Datastream. "At some point, this move in interest rates has got to have some consequences for the markets," Matt Maley, chief market strategist at Miller Tabak, said in a note on Friday.

Persons: Brendan McDermid, ”, Mona Mahajan, Edward Jones, Omar Aguilar, Refinitiv IBES, “, John Lynch, Refinitiv, Matt Maley, Miller Tabak, Lewis Krauskopf, Ira Iosebashvili, David Gregorio Our Organizations: New York Stock Exchange, REUTERS, Federal, Nasdaq, ” Reuters, American Association of, Fed, Schwab Asset Management, Apple, Microsoft, Nvidia, Comerica Wealth Management, Treasury, Deutsche Bank, UBS Global Wealth Management, UBS, Thomson Locations: New York City, U.S

☆ Bond and stock market have diverging views over recession outlook, says Schwab's Omar Aguilar
▼ + stars: | 2023-06-29 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBond and stock market have diverging views over recession outlook, says Schwab's Omar AguilarOmar Aguilar, Schwab Asset Management CEO, joins 'Closing Bell' to discuss how investors should be setting up for the second half of the year.

Persons: Schwab's Omar Aguilar Omar Aguilar Organizations: Schwab Asset Management

☆ Bond market volatility will continue as Fed rate hike decision looms, says Schwab's Omar Aguilar
▼ + stars: | 2023-05-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBond market volatility will continue as Fed rate hike decision looms, says Schwab's Omar AguilarOmar Aguilar, Schwab Asset Management CEO and CIO, joins 'Squawk on the Street' to discuss Aguilar's current thoughts on the likelihood of a Federal Reserve rate hike pause, the odds of a broader economic slowdown and more.

☆ Watch CNBC’s full interview with Bespoke’s Paul Hickey and Schwab Asset’s Omar Aguilar
▼ + stars: | 2023-04-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Bespoke’s Paul Hickey and Schwab Asset’s Omar AguilarBespoke’s Paul Hickey and Schwab Asset’s Omar Aguilar, join 'Closing Bell: Overtime' to discuss markets trends, market sentiment and inflation.

☆ Here's what Schwab Asset’s Omar Aguilar is watching to gauge inflation
▼ + stars: | 2023-04-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's what Schwab Asset’s Omar Aguilar is watching to gauge inflationBespoke’s Paul Hickey and Schwab Asset’s Omar Aguilar, join 'Closing Bell: Overtime' to discuss markets trends, market sentiment and inflation.

☆ BofA reports inflows into global stocks are on a record-setting pace — and ETFs may be a way to play the hot trade
▼ + stars: | 2023-04-01 | by ( Sean Conlon | ) www.cnbc.com time to read: +1 min

There's a corner of the market gaining traction among ETF investors, according to The ETF Store's Nate Geraci. BofA Global Research's latest market data out late this week appears to support Geraci's thesis. Tierney of Schwab Asset Management contends retail investors don't own enough global stocks. "Rebalancing [to international stocks] to get some more exposure could make sense for a lot of investors," said the senior investment portfolio strategist. His firm's Schwab International Equity ETF , which tracks large- and mid-cap companies in over 20 developed global markets, is up 8.1% so far this year.

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