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Goals/Needs-Based Investing
Getting back on track: A guide to smart rebalancing
Our research team reviewed the benefits of rebalancing, analyzed the impact of different rebalancing frequencies and thresholds, and developed strategies to minimize rebalancing costs.
Market Outlooks
What investors can expect as key decisions affecting markets await
In this Q&A, Roger Aliaga-Díaz, Vanguard chief economist, Americas, discusses the potential short- and long-term market impacts of specific policy debates that could play out in the weeks ahead.
Manager & Investment Selection
The six key components for choosing an index asset manager
Are all index asset managers the same? Learn what separates the best managers from the rest of the industry.
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.
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.
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.
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.
Behavioral Finance
Trust and Financial Advice
Vanguard researchers break down strategies advisors can use to build greater trust with their clients.
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.
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.