Expert Perspective
A dose of perspective to help you navigate clients through moments that matter
Francis M. Kinniry, Jr., and Michael DiJoseph, Vanguard Investment Advisory Research Center
Help clients navigate volatility
History shows that staying invested through sharp market drops has been a prudent strategy over time.
Vanguard Perspective
Active Fixed Income Perspectives Q3 2024: The high road
Active fixed income research team
Fund search
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.
Craft client portfolios with confidence
Receive expert guidance
Consult our Portfolio Solutions team for personalized analysis and portfolio decision support.
Our data-driven tools give clients an edge
Connect with clients in moments that matter
Guide clients through critical decisions
Explore Vanguard resources that enhance your practice’s wealth management offer.
Behavioral coaching
Gain a new perspective on client decision-making to offer relevant advice.
Client resources
Explore client-approved resources to prepare for your next conversation.
Health Care Cost Estimator
Help give your clients confidence in their plans for health care.