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Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.
Advisor Value & Fees
Putting a Value on Your Value: Quantifying Advisor's Alpha
This updated research paper delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.
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.
Philanthropy
Investor Education: Learn About Charitable Giving
This piece is approved to use with clients.
Use this practical guide to complement discussions you have with clients about philanthropy.
Philanthropy
Charitable Giving: Three Steps to a Successful Plan
This Vanguard research paper examines the advantages and disadvantages of common charitable giving strategies, and it presents examples to show their effects.