Joel Dickson

Global Head of Investment Research and Development

Joel Dickson

Global Head of Investment Research and Development

Joel M. Dickson, Ph.D., is a senior investment strategist and a principal in Vanguard Investment Strategy Group, where he analyzes trends and developments in the exchange-traded fund (ETF) market and provides research and commentary on related issues.

Previously, Mr. Dickson was head of the Active Quantitative Equity Group within Vanguard Equity Investment Department. Before joining Vanguard in 1996, Joel worked as a staff economist at the Federal Reserve Board. Mr. Dickson earned an A.B. from Washington University in St. Louis and a Ph.D. in economics from Stanford University.

Joel M. Dickson, Ph.D., is a senior investment strategist and a principal in Vanguard Investment Strategy Group, where he analyzes trends and developments in the exchange-traded fund (ETF) market and provides research and commentary on related issues.

Previously, Mr. Dickson was head of the Active Quantitative Equity Group within Vanguard Equity Investment Department. Before joining Vanguard in 1996, Joel worked as a staff economist at the Federal Reserve Board. Mr. Dickson earned an A.B. from Washington University in St. Louis and a Ph.D. in economics from Stanford University.

A BETR approach to Roth conversions

Whitepaper

Investors typically decide whether to convert to a Roth IRA from a traditional IRA by comparing their current and expected future marginal tax rates. This research introduces a break-even tax rate (BETR) to help investors decide whether they should make a conversion.

This Financial Planning Perspectives paper introduces a break-even tax rate (BETR) to help investors decide whether they should make a Roth conversion.

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The strengths of superforecasting

Video  | Transcript available

Joe Davis, Vanguard's global chief economist and head of Vanguard Investment Strategy Group, explains the pros of superforecasting in a 3-minute video. See how it can help you avoid extreme risk positions, reduce biases, and use real-time information more effectively.

Vanguard's Joe Davis examines the benefits of superforecasting in a 3-minute excerpt taken from a recent webcast for advisors.

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Inside Inside ETFs: A conversation with Joel Dickson

Audio  | Transcript available

What's ahead for ETFs? In this 10-minute podcast, Joel Dickson, Vanguard's global head of Investment Research and Development, shares insights from his panel discussion on the future of ETFs and the questions advisors were most concerned with on the conference floor.

In this 10-minute podcast, Joel Dickson, Vanguard's global head of Investment Research and Development, shares his Inside ETFs 2017 experience.

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