Are your fixed income allocations optimized? Take a fresh look at client portfolios today.
Expert Perspective
We’ve assembled these conceptual “recipes” to guide how you can align the appropriate fixed income opportunity with the power of behavioral coaching. Consider them as a launching point for how you can customize fixed income holdings according to your clients’ unique objectives.
Vanguard Perspective
Slower expected growth and higher anticipated inflation have roiled the U.S. fixed income market, but we see new opportunities in international bonds.
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.