Advisor's Digest

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management. Vanguard's Economic Week in Review is also included with every edition.


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Featured

Topical research and commentary on issues that matter to you and your clients

Featured

Topical research and commentary on issues that matter to you and your clients

What's ahead for interest rates?

Video  | Transcript available

In this short video, Chief Economist Joseph H. Davis, Ph.D., evaluates the outlook for interest rates.

Chief Economist Joseph H. Davis, Ph.D., evaluates the outlook for interest rates.

  Watch video

 | 

  Read transcript

Two sides to every trade

Blog

The notion—that every trade has two sides—is trivially true in financial markets. But it’s also a quite simple idea that offers us several lessons.

The notion—that every trade has two sides—is trivially true in financial markets. But it’s also a quite simple idea that offers us several lessons.

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Become a more adept ETF trader with the ETF Knowledge Center

Article

Visit the Trading section of the ETF Knowledge CenterTM for information on lots of ETF trading topics, as well as downloadable ETF trading-related materials. Become a more skilled ETF trader and help your clients better understand how ETFs trade.

Visit the Trading section of the ETF Knowledge CenterTM for information on lots of ETF trading topics, as well as downloadable ETF trading-related materials.

  Read article

Economic Week in Review: Rebound from winter continues

Article

As temperatures rise across the United States with the onset of spring, the nation's economic data show green shoots of growth following a harsh winter. Retailers posted strong March numbers, while the Federal Reserve found signs of broadening economic expansion.

Economic data shows growth after a harsh winter. Retailers posted strong March numbers, while the Federal Reserve found signs of broadening economic expansion.

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ETF Perspectives: Avoid gaps or overlap in index selection

Article

The ETF Perspectives Spring 2014 issue features advice on how to pick among index providers, take advantage of ETF premiums and discounts when rebalancing, and use Vanguard's new Portfolio Analytics tool to show clients the advantages of adding passive investments.

The ETF Perspectives Spring 2014 issue features advice on how to pick among index providers and use the new Portfolio Analytics tool.

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Tax strategy important for retirees

Video  |  Transcript available

Advisors and clients must consider taxes when deciding whether make withdrawals or take income from retirement portfolios. In this video, Vanguard offers best practices that outline the order in which assets should be tapped to help make retirement tax-efficient.

Retired clients looking for income need to consider taxes. Vanguard offers these best practices to handle withdrawals and income from their portfolios.

  Watch video

 | 

  Read transcript

Key question: What do jobs data really say?

Article

Future Federal Reserve action depends on interpreting unemployment data, a complicated task that depends on what is driving changes in jobless rates. This increases uncertainty about the outlook for interest rates and reinforces the benefits of balanced portfolios.

Vanguard economists examine different ways to explain unemployment data and link those interpretations to expected Federal Reserve action.

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Talking to your clients about ETFs

Blog

Our webinar provides a line of sight to investors’ ETF knowledge and suggests bringing client conversations back to basics isn’t a bad idea.

Our webinar provides a line of sight to investors’ ETF knowledge and suggests bringing client conversations back to basics isn’t a bad idea.

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Target-date funds: Looking beyond the glide path in 2014

Whitepaper  |  Client approved

Research shows that, along with a target-date fund’s glide path, investors should examine the fund’s sub-asset allocation, cost, and tactical flexibility. Together, these factors can significantly affect a fund’s returns and an investor’s asset accumulation over time.

How the sub-asset allocation, cost, and tactical flexibility of a target-date fund are better indicators of potential performance than its glide path alone.

  Read executive summary

 | 

  Read whitepaper

 

Featured contributors

Joe DavisPh.D.
Chief Economist

More from Joe

Joel DicksonPh.D.
Senior Investment Strategist

More from Joel

Fran KinniryCFA
Senior Investment Strategist

More from Fran

Series

Economic Week in Review

A brief summary of the week's major economic reports along with a short recap of the securities markets.

Quarterly Economic Analysis

Vanguard's outlook on the events and actions shaping the markets and the economy.

Investment Commentary Podcast

A monthly audio series that addresses topical investment issues on the minds of your clients.

ETF Perspectives

ETF Perspectives brings you insights from a variety of leaders while sharing Vanguard's own research on ETFs.

Types

Research briefs

Advisor-centered research that's accessible, actionable, and sharable with clients.

White papers

Proprietary investment research and perspectives.

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