We Talk “ETF OneSource” with Schwab’s Eric Pollackov

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Back in February, Charles Schwab announced what we called an “ETF Game Changer” – the launch of Schwab ETF OneSource.  On our most recent radio broadcast, Eric Pollackov, Managing Director of ETFs at Charles Schwab, joined us to offer his thoughts on this new ETF platform and also discuss some exciting new “fundamental” ETFs that Schwab has in registration.  We also chatted about Schwab’s core lineup of inexpensive, broad-based ETFs and why investment costs have become an even bigger concern for investors over the last several years.

In addition to our conversation with Eric, we spent a good chunk of the show offering a nice refresher on how Exchange Traded Funds compare to mutual funds or even individual stocks and bonds.  We explained how ETFs can potentially lower your investment costs, offer greater tax efficiency, allow for more diversification, and remove the risk of mutual fund manager underperformance.  We also fielded our “Listener Question of the Week” and spotlighted one of the aforementioned Schwab core ETFs – the Schwab U.S. Mid-Cap ETF (ticker SCHM).

Picture of Nate Geraci
Nate Geraci

Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.

He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.

He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.

Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

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