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Search resuls for: "Schwab Asset"


12 mentions found


☆ ETF strategies for long-term outperformance
  + stars: | 2023-03-29 | by ( Kevin Schmidt | ) www.cnbc.com   time to read: +2 min
As fears of recession and bank failures fuel investor anxiety, one strategist says the best prospect for outperformance this year is staying long-term invested with a steadfast asset allocation plan. Tierney, director and senior investment portfolio strategist at Schwab Asset Management, told Bob Pisani on CNBC's "ETF Edge" on Monday. Tierney explained that of the 29 Schwab ETFs, 22 of them are seeing new inflows. "Staying long term invested with a good asset allocation plan generally gives the best prospects for long term outperformance. Nate Geraci, president of The ETF Store, echoed Tierney's sentiment on avoiding getting caught up in near-term market turmoil.
☆ ETF trends reflect a wild first quarter for the stock market
  + stars: | 2023-03-27 | by ( Bob Pisani | ) www.cnbc.com   time to read: +4 min
It's the end of a wild first quarter for stock and bond investors, and ETF flows are reflecting that turmoil. The good news: Despite big market swings , equity and bond ETFs still saw overall inflows in the first quarter. ETF flows year to date: $70 billion inflows Consisting of: Equity: $24 billion inflows Fixed Income: $43 billion inflows Other (currency, etc. ): $3 billion inflows Source: ETF Store While that is still inflow, it is far less than has been typical in recent years. Much of that uncertainty can be seen in a notable pickup in money going into money market funds, traditionally a safe haven asset.
☆ Here's what's next for income ETFs after yields surged last year
  + stars: | 2023-02-16 | by ( Jesse Pound | ) www.cnbc.com   time to read: +4 min
International income One area where investors may look next for income is the international market, which has outperformed the U.S. in the opening weeks of 2023. Both Amplify and Schwab offer international versions of their yield funds — Amplify International Enhanced Dividend Income ETF (IDVO) and Schwab International Dividend Equity ETF (SCHY). Fixed income funds Another area that could pay off for investors is fixed income. "This is a once in many, many year opportunity to de-risk, rebalance, get back into fixed income," said Stephen Laipply, US Head of iShares Fixed Income ETFs. The fixed income ETF market is much smaller than the equity ETF market, and 2023 could see a continued growth in new categories.
☆ New CPI data gives the Fed more ammunition to continue tightening, says Schwab's Omar Aguilar
  + stars: | 2023-02-14 | 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 EmailNew CPI data gives the Fed more ammunition to continue tightening, says Schwab's Omar AguilarOmar Aguilar, Schwab Asset Management CEO and CIO, joins 'Squawk on the Street' to discuss January's CPI report takeaways, ongoing volatility in equities before bond yields stabilize, and expectations for future Fed rate hikes.
☆ Think you've got investing skill? Your overconfidence may be costly
  + stars: | 2023-01-06 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
Fuse | Corbis | Getty ImagesWhen it comes to investing, you may know less than you think — and that overconfidence may be costly. But "overconfidence bias" — the behavioral principle of overestimating one's financial acumen — can have damaging results. "It's very easy to have an impression of, 'Actually, I know a lot and haven't been proven wrong,'" Egan said. Similarly, overconfidence may lead rushed investors to accidentally buy the wrong stock, Egan said. However, investors inadvertently bought the wrong stock — the Tesla and SpaceX CEO was referring to the encrypted messaging app Signal, whereas Signal Advance is a small component manufacturer.
☆ Tax-trimming strategies tailored for the ETF investor
  + stars: | 2022-12-07 | by ( Kevin Schmidt | ) www.cnbc.com   time to read: +3 min
For ETF investors bearing the brunt of a down market in 2022, tax-loss harvesting might offer a silver-lining opportunity to redeem some of this year's setbacks. The strategy allows investors to sell securities at a loss in order to offset those losses against capital gains taxes on other securities. Tierney, senior portfolio strategist at Schwab Asset Management Solutions, told Bob Pisani on CNBC's "ETF Edge" on Monday. "You have this opportunity before the end of the year to sell that fund, realize the loss, [and] stay invested by buying an aggregate bond ETF," he said. Tierney said he is also perceiving levels of increased interest in the strategy among ETF investors, pointing to telltale signs among advisors and clients at Schwab.
☆ The fear of loss can cost investors big-time. Here’s how
  + stars: | 2022-11-29 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +6 min
Westend61The fear of loss is a powerful emotion for investors — and, if left unchecked, can cost them big bucks in the long term due to years of forfeiture of investment gains. watch nowFor investors, that evolutionary impulse plays out as "loss aversion bias." Investors have a bias toward avoiding financial loss. Prioritizing the avoidance of loss over earning a gain "is a major reason why so many investors underperform the market," Aguilar said. Meanwhile, 401(k) investors pulled money out of stock mutual funds during the same time period.
☆ Watch CNBC's full interview with Schwab Asset's Omar Aguilar and Jefferies' David Zervos
  + stars: | 2022-11-10 | 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 Schwab Asset's Omar Aguilar and Jefferies' David ZervosOmar Aguilar, Schwab Asset Management CEO and CIO, and David Zervos, Jefferies chief market strategist, join 'Squawk on the Street' to discuss if Thursday's inflation data, if Aguilar is more tuned into longer-term stickiness in inflation and more.
☆ Inflation data takes Fed tightening into 'fine-tuning' phase, says Jefferies David Zervos
  + stars: | 2022-11-10 | 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 EmailInflation data takes Fed tightening into 'fine-tuning' phase, says Jefferies David ZervosOmar Aguilar, Schwab Asset Management CEO and CIO, and David Zervos, Jefferies chief market strategist, join 'Squawk on the Street' to discuss if Thursday's inflation data, if Aguilar is more tuned into longer-term stickiness in inflation and more.
☆ The 60/40 portfolio has been suffering all year, but there are opportunities for long-term investors
  + stars: | 2022-10-19 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
The 60/40 strategy, known as a balanced portfolio, has been hit by rising bond yields — which means falling fixed income prices, as well as a sinking stock market. "The future is brighter for the 60/40," said Omar Aguilar, CEO and chief investment officer of Schwab Asset Management. "The correlation will come back to the normal levels, or the historical levels that you normally have between equities and fixed income," Aguilar said. Schwab's Aguilar advises against chasing yields in fixed income, but instead maintaining a balanced approach between credit and duration. In fixed income, the firm currently has a bond duration of four years, down from its previous seven-year duration.
☆ Watch CNBC’s full interview with Schwab Asset Management CEO Omar Aguilar
  + stars: | 2022-09-27 | 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 Schwab Asset Management CEO Omar AguilarOmar Aguilar, Schwab Asset Management CEO, joins 'Closing Bell: Overtime' to discuss opportunities amidst all the market volatility.
☆ My sense is this decline is not over and won't be until Fed cycle ends, says Fidelity's Timmer
  + stars: | 2022-09-23 | 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 EmailMy sense is this decline is not over and won't be until Fed cycle ends, says Fidelity's TimmerOmar Aguilar, Schwab Asset Management CEO and CIO, and Jurrien Timmer, Fidelity Investments director of global macro, join 'Squawk on the Street' to discuss where we are in the markets, how much further the S&P has to fall and more.
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