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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.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.
Leveraging Technology & Data
Technology Integration Turbocharges Advisor Productivity: Making Time for Clients
More than ever, advisors are relying on technology are relying on technology to help meet growing demands. This report will show you how advisors are using well-integrated technology platforms to boost productivity.
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.