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Fixed Income Insights
Munis and infrastructure
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Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
Fixed Income Insights
Seeking opportunities in a 'crooked U' recovery
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Dramatic dislocations offer selective potential upside in fixed-income credit.
Fixed Income Insights
For fixed income, it's a tale of two walls
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A wall of worry vs. a wall of liquidity is limiting back-half options.
Fixed Income Insights
Entry points for emerging markets
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Attractive valuations exist across IG and high-yield credit segments.
Human Capital
Rate Swings Needn't Rattle Dividend Investors
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Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
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Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.
Fixed Income Insights
Isn't that what you're supposed to do?
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Bond yields have reversed much of the August decline. The reasons are many.
Fixed Income Insights
The Federated Approach to Managing Fixed-Income Investments
Federated believes that optimum results in fixed-income products are best achieved through a traditional value-based approach, using fundamental analysis with teams focused by sector to extract value from each step.
Leveraging Technology & Data
The Digital Investor: Financial attention through multiple digital channels
A new Vanguard paper explores clients' use of digital channels—desktop or laptop computers, mobile phone, and mobile apps—to interact with their financial institutions and breaks down how digital use has changed over time.
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.
Leveraging Technology & Data
We all use technology, but what's the right tech strategy?
Noni Robinson, head of Bank and Institutional in Vanguard FAS, chats with Bill Martin, CIO of INTRUST Bank, about technology in the advice space.
Philanthropy
Investor Education: Learn About Charitable Giving
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Use this practical guide to complement discussions you have with clients about philanthropy.