Vanguard Perspective
Keep clients on track with our year-end planning checklist
As the year draws to a close, it’s crucial to proactively engage with clients to optimize their tax situations.
Presidential elections matter, but not so much when it comes to your clients' investments. Now's the time to remind your clients to stay the course.
Vanguard Perspective
As the year draws to a close, it’s crucial to proactively engage with clients to optimize their tax situations.
Vanguard Perspective
Active fixed income research team
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.
Consult our Portfolio Solutions team for personalized analysis and portfolio decision support.
Explore Vanguard resources that enhance your practice’s wealth management offer.
Gain a new perspective on client decision-making to offer relevant advice.
Explore client-approved resources to prepare for your next conversation.
Help give your clients confidence in their plans for health care.