Megaphone icon ETF Database is now VettaFi. Read More >
ETFdb Logo
ETFdb Logo
  • Channels
    • Active ETF
    • Alternatives
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Dividend
    • Dual Impact
    • Emerging Markets
    • Energy Infrastructure
    • Entrepreneur ETF
    • Equity ETF
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Future ETFs
    • Gold & Silver Investing
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Modern Alpha
    • Multi-Asset
    • Multi-Factor
    • Nasdaq Investment Intelligence
    • Portfolio Strategies
    • Retirement Income
    • Smart Beta
    • Thematic Investing
    • Volatility Resource
  • Database
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • First Bitcoin ETF
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
    • ETFs Future-Forward 2021: An iShares Investing Symposium
    • Three Themes for 2021: An iShares & MSCI Investing Symposium
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Videos & Podcasts
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. How to Manage Client Expectations and Investment Goals
News
Share

How to Manage Client Expectations and Investment Goals

Max ChenDec 17, 2019
2019-12-17

As financial advisors revise their portfolios to match the market outlook ahead, money managers should keep in mind their clients’ preferences, maintain a long-term outlook and keep the urge to respond to short-term swings at bay.

“Every client has a different way to approach investments,” Omar Aguilar, CIO of Equities, Charles Schwab Investment Management, said at the 2019 Schwab IMPACT conference. “They have to be very customized to where they are. That includes their level of risk, that includes how they think about their objective, and also think about demographics."

Aguilar also explained that investments should maintain a foundation strategy to keep the portfolio together, with a long-term view. As we have recently experienced the end of 2018 was a stark contrast to where we are heading toward the end of 2019.

“The first thing we basically say is, ‘Make sure that you understand you are investing for the long run,” Aguilar added.

As a way to help investors achieve their long-term goals, Charles Schwab has come out with a suite of low-cost ETF strategies, and some are even the cheapest on the block. Investors can find dirt cheap U.S.-listed ETFs options, including the Schwab U.S. Large-Cap ETF (SCHX A+) and Schwab U.S. Broad Market ETF (SCHB A), which both come with a 0.03% expense ratio.

Watch the full interview between ETF Database Co-CEO Tom Lydon and Omar Aguilar:


Content continues below advertisement

For more ETF-related commentary from Tom Lydon and other industry experts, visit our video category.

» Popular Pages

  • Tickers
  • Articles

May 19

TD Ameritrade: Lara Crigger on Retail & Opportunities

May 19

ETF of the Week: Merk Stagflation ETF

May 19

Relative Sentiment in a MOOD for Tactical Allocation

May 19

Wood Calls Tesla’s S&P 500 ESG Ouster “Ridiculous”

May 19

Troubling Economic Data Boosts Case for Gold

May 19

Biotech and Delisting Risk From China’s Perspective with WisdomTree

May 19

DBMF Offers Managed Futures Hedge Fund Strategies

May 19

Principal Launches Semi-Transparent Real Estate ETF

May 19

Solar ETFs Shine as EU Outlines Plans for Energy Independence

May 19

More Than Just Crypto Will Power This Fidelity ETF

QQQ

Invesco QQQ Trust

SPY

SPDR S&P 500 ETF Trust

VOO

Vanguard S&P 500 ETF

XLE

Energy Select Sector SPDR...

WEAT

Teucrium Wheat Fund

ARKK

ARK Innovation ETF

VIG

Vanguard Dividend...

VYM

Vanguard High Dividend Yield...

VTI

Vanguard Total Stock Market...

SCHD

Schwab US Dividend Equity ETF...


Content continues below advertisement

Loading Articles...
Help & Info
  • Contact Us
  • Mission Statement
  • Press
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © ETF Flows LLC
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

Equity ETF Channel

Retirement Portfolio Redux: Is the 60%-40% Portfolio Dead?

Debbie CarlsonOct 22, 2020
2020-10-22

With the 10-year U.S. Treasury yield hovering below 1% and Federal Reserve Chairman Jerome Powell...

Equity ETF Channel

Portfolio Diversification Isn't Dead, It Was Just Sleeping

Debbie CarlsonOct 15, 2020
2020-10-15

Investors could be forgiven to think there was no reason to invest outside of the U.S. for the...

}
X