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Take advantage of a brighter bond outlook

Are your fixed income allocations optimized? Take a fresh look at client portfolios today.

Expert Perspective

How to cook up the right fixed income recipe for different client needs

We’ve assembled these conceptual “recipes” to guide how you can align the appropriate fixed income opportunity with the power of behavioral coaching.

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Vanguard Perspective

Active Fixed Income Perspectives Q1 2025: A real deal

The overall outlook for bonds is notably positive in 2025; starting yields offer the prospect of strong income.

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Offer clients a targeted investment approach

Make the most of today’s healthy yields by guiding clients through fixed income opportunities.

Dig into our lineup of index and active ETFs to create low-cost, diversified portfolios.

Consider our tax-efficient, customized portfolios.

Active and indexed models allow you to focus on clients.

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Portfolio analytics

Analyze and compare portfolios, Vanguard models, and the performance impact of custom variables.

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Guide clients through critical decisions

Explore Vanguard resources that enhance your practice’s wealth management offer.

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Behavioral coaching

Gain a new perspective on client decision-making to offer relevant advice.

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Client resources

Explore client-approved resources to prepare for your next conversation.

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Health Care Cost Estimator

Help give your clients confidence in their plans for health care.