Schwab Asset Management · Masters in Business · Using Decision Science in Investing: Masters in Business with Omar Aguilar
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Created dividend-focused ETF strategies and liquidity-based money-market funds to provide income as interest rates rise
“Anybody can buy an ETF. One of my chagrins down the ETF space… we’ve been in that space so long as I’ve been on calls with pensions that I’m trying to get interested in the Auspice funds.”
“If I execute the trade and buy a money market fund through Schwab with my cash, I earn the interest.”
“Having a buffer in an offset account, genuine reserve that you don't touch unless you have to. That's the way it will keep you in the game when interest rates rise...”
“The will can establish a trust, a testamentary trust, and it holds those assets for that beneficiary... income from assets... can qualify as accepted income for minors, taxed at normal adult rates”
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