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Behavioral Finance
Win the day
This piece is approved to use with clients.
As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Behavioral Finance
Trust and Financial Advice
Vanguard researchers break down strategies advisors can use to build greater trust with their clients.
Portfolio Construction Insights
Vanguard's Framework for Constructing Globally Diversified Portfolios
This research paper discusses creating and maintaining globally diversified portfolios and shares a framework you can use to build portfolios around clients' investment goals and constraints.