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Portfolio Construction Insights
Risk Speedometer: Easing off the brake
In January, the 1-month risk speedometer continued to remain below its 5-year average, recording a score of –0.61 and landing slightly above the 25th percentile of rankings. Similarly, based on the 3- and 12-month speedometers, the appetite for risk remained low.
Portfolio Construction Insights
Do your client portfolios carry hidden baggage?
How many of your client portfolios are built on yesterday’s thinking? Our tips for an upgrade.
Retirement
Deep Dive: Defined Contribution - Navigating an ever evolving landscape, with Lew Minsky of DCIIA
Join Mark Spina, Kevin Knowles and Lew Minsky as they talk about defined contribution and the challenges advisors face while navigating its ever evolving landscape.
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.
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.
Goals/Needs-Based Investing
4 Stages of the Lifecycle of Advice
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.
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.
Retirement
From Assets to Income: A Goals-Based Approach to Retirement Spending
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.