Charles Schwab is holding a neutral stance on equities. The firm favors commodities over stocks and bonds, according to chief investment strategist Liz Ann Sonders.
Sonders made the comments in a recent interview, pushing back on what she called "cookie-cutter" portfolio advice. She said allocation should hinge on each investor's time horizon, risk tolerance, need for income, and overall goals.
"It actually drives me a little crazy when people give a cookie-cutter answer to that," Sonders said. "There's no one ***** et allocation that makes sense right now."
https://www.youtube.com/wa...
Schwab oversees $13.4 trillion in client ***** ets, and Sonders pointed to that scale as proof there is no single right answer for every client.
#sonders #cutter #answer #h5jfl8lawe
Sonders made the comments in a recent interview, pushing back on what she called "cookie-cutter" portfolio advice. She said allocation should hinge on each investor's time horizon, risk tolerance, need for income, and overall goals.
"It actually drives me a little crazy when people give a cookie-cutter answer to that," Sonders said. "There's no one ***** et allocation that makes sense right now."
https://www.youtube.com/wa...
Schwab oversees $13.4 trillion in client ***** ets, and Sonders pointed to that scale as proof there is no single right answer for every client.
#sonders #cutter #answer #h5jfl8lawe
1 day ago
