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Investing Ideas
THE ARITHMETIC OF ASYMMETRY
This piece is approved to use with clients.
Anyone who has played a casual game of darts, say, at a bar or in the basement, knows an overarching rule of the game: it gets harder as it progresses. While rule systems vary, most games start with a wide-open board full of possibilities. But then, by the end, you’re aiming for the Double 18 and only the Double 18 to win. In short, it’s a game of precision that seems easy at first but becomes very, very hard by the end.
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.
Market Outlooks
What investors can expect as key decisions affecting markets await
In this Q&A, Roger Aliaga-Díaz, Vanguard chief economist, Americas, discusses the potential short- and long-term market impacts of specific policy debates that could play out in the weeks ahead.
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.
Goals/Needs-Based Investing
Adding Pro Bono Financial Planning to Your Practice
One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial planning services, and the Foundation for Financial Planning is set up to help them do exactly that.
Fixed Income Insights
Municipal Perspectives: Sometimes the Slow Lane is Faster
In Vanguard municipal perspectives for the second quarter of 2018, Chris Alwine, head of Vanguard Municipal Group, and Edward J. Saracino, senior product manager, explain why our portfolio managers are reducing risk in our municipal funds.
Goals/Needs-Based Investing
Financial Planning Perspectives: Invest Now or Temporarily Hold Your Cash
Systematic implementation—commonly referred to as dollar-cost averaging—might provide some protection against regret but at the cost of higher returns.
Behavioral Finance
Trust and Financial Advice
Vanguard researchers break down strategies advisors can use to build greater trust with their clients.
Investing Ideas
Vanguard's Principles for Investing Success
Vanguard's guidance for investors is centered on four core principles: Define clear goals, choose diversified portfolio holdings that balance risk and potential reward, minimize cost, and stay disciplined over the long term.