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Client Life Events
Learn About Estate Planning
This piece is approved to use with clients.
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.
Active/Passive Management
MYTH: Active Performs Better in Certain Market Segments
When it comes to active management, believing that active managers generally perform better in certain market segments is a myth, not a reality.
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.
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.
Active/Passive Management
Investor Education: Learn About Active and Index Fund Investing
This piece is approved to use with clients.
Help your clients get a better understanding of the differences between index investing and active investing, and the merits of each approach.
Children & College Savings
Investor Education: Learn About Saving for College
This piece is approved to use with clients.
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.
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.
Client Life Events
Investor Education: Learn About Caring For an Elderly Parent
This piece is approved to use with clients.
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.
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.
Active/Passive Management
Making the Implicit Explicit: A Framework for the Active-Passive Decision
Vanguard's new active-passive decision-making framework helps investors focus on the factors that matter most.
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.
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.