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Investing Ideas
Strategas Insight: Handicapping the Outlook for US-Sino Trade Negotiations
Market pundits have doubted this bull market every step of the way. Each pullback put into evidence that the cycle had reached its endgame; each recovery off the lows furthered the disequilibrium caused by monetary malfeasance. And yet, not more than two weeks ago the market stood as high as it ever has.
Children & College Savings
Learn How To Teach Your Kids About Money
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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
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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
Strategas Insight: Give a little, get a little
Read the full commentary for insight on earnings, data, macro, and other key factors affecting the US economy in the near term.
Investing Ideas
Strategas Insight: Thoughts on the Current Market
As 2018 comes to a close and we move into the new year, the stock market has hit some turbulence just as clients are receiving annual account statements and paying more attention to their financial health. How should advisors respond to their clients’ concerns? We feel it comes down to a few fundamental questions.
Tax Management
Investor Education: Tax Efficient Investing
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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
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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.
Client Life Events
Investor Education: Learn About Caring For an Elderly Parent
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This guide helps clients manage common eldercare challenges and become familiar with care options. It also includes a list of websites clients can use to make informed eldercare decisions.
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.
Children & College Savings
529 Plan Savers Earn Better Grades For Behavior
Vanguard's latest research note, 529 plan savers earn better grades for behavior, reveals that more investors are using 529s than ever before.
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.
Investing Ideas
How Investors Select Advisors
The first installment in a Vanguard research series identifies five types of advised investors, based on their knowledge levels and interests, and suggests ways to satisfy each.