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Investing Ideas
Finding Stocks with Staying Power: The Quality Dimension White Paper
This piece is approved to use with clients.
Quality in stocks can be measured in different ways. Yet the characteristics of resilient companies have something in common—they tend to underpin consistent, long-term equity return potential. Over the last decade, the MSCI World Quality Index returned 12.4% annualized, outperforming the MSCI World Index (Display 1). And during past market crises, quality stocks usually fell less than the broader market, a pattern that we’ve observed over longer time periods and in both US and global stock markets.
Investing Ideas
A Guide to Investing in a Time of COVID-19…and Beyond
This piece is approved to use with clients.
It looks like investing is about to get a lot harder, with thinner return streams and potential pitfalls from ill-timed market sell-offs dominating the post-COVID-19 landscape.
Goals/Needs-Based Investing
Getting back on track: A guide to smart rebalancing
Our research team reviewed the benefits of rebalancing, analyzed the impact of different rebalancing frequencies and thresholds, and developed strategies to minimize rebalancing costs.
Children & College Savings
Learn How To Teach Your Kids About Money
This piece is approved to use with clients.
This guide helps your clients teach their children good money management skills with practical tips they can use whether their kids are preschoolers or college-bound.
Client Life Events
Learn About Estate Planning
This piece is approved to use with clients.
Help your clients understand the importance of estate planning with this education guide that outlines basic estate planning tools, the importance of taxes, estate planning and children, and more.
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
This piece is approved to use with clients.
A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.
Client Life Events
Planning for Life's Big Moments
This presentation explains how to convey your value while helping clients navigate their life journey.
Goals/Needs-Based Investing
Vanguard Advisor's Alpha
This Vanguard Research Insight piece explains why, when adding value is the goal, advisors may be better served by changing their performance benchmark from the market’s return to the returns that investors might achieve on their own, without professional guidance.
Tax Management
Investor Education: Tax Efficient Investing
This piece is approved to use with clients.
Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Children & College Savings
Investor Education: Learn About Saving for College
This piece is approved to use with clients.
Use this practical guide to help your clients learn about the cost of sending a child to college and the many savings and tuition-payment options available.