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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.
Market Outlooks
Preparing Clients for Market Declines
This paper from American Funds analyzes the length and severity of past market drops in order to assist conversations with clients about market volatility.
Client Relationships
Help Your Clients Understand Account Types and Compensation
With more demands on your time, having conversations with clients will be critical to determine what account types and investment plans are in their best interests.
Client Relationships
Women and Investing: Myth vs. Reality
When it comes to finances, women are more likely to experience negative stereotypes about their investment knowledge than men, according to a new survey.
Behavioral Finance
Trust and Financial Advice
Vanguard researchers break down strategies advisors can use to build greater trust with their clients.
Investing Ideas
New Workforce Natives: Millenials' Attitudes on Work, Retirement and Investing
American Funds commissioned new research to understand Americans' attitudes toward work,retirement and investing -- and what the rise of Millennials signals for the future.
Client Life Events
5 Money Tips for Freelancers: How to Declare Freedom From the 9 to 5
This piece is approved to use with clients.
As the gig economy grows, more workers find themselves juggling their finances as they build their own businesses. Planning and discipline can help them achieve financial security as they pursue their dreams.
Client Life Events
An Estate Planning Checklist: 5 Ways to Protect Loved Ones
This piece is approved to use with clients.
You’ve worked hard to accumulate your wealth. An estate plan can help you leave a lasting legacy.
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.
Investing Ideas
The Long View - Artificial Intelligence: It's Not the Future, It's Now
Artificial intelligence is poised to fuel the next wave of innovation, and potentially provide opportunities for companies and investors.
Investing Ideas
Trade Status: It's Complicated
Understanding the current—and potentially future—state of the global economy helps investors put market movements into context. To promote that understanding, researchers from Vanguard Investment Strategy Group examine the economic trends that affect the investing environment.
Client Relationships
Building My Practice: How to Reach Female Investors
The founder of Cathy Pareto and Associates Inc. provides advice for her peers who want to reach out to women.