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Behavioral Finance
Being Okay Can Help You Reach Your Goals
Simply being “okay” is often considered to be somewhat unsatisfying. Brinker Capital explains why okay is a good thing.
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.