Our insights straight
to your inbox

Our insights straight to your inbox

Receive our latest Advisor's Digest
research
and commentary sent the
first business
morning every week.

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management.


Fund openings/closings, fund manager changes, dividend distributions, webinars, and other events you might want to know about.



Already registered? Log on to
manage your
email subscriptions.

STAY CONNECTED

LinkedIn  LinkedIn

  Mobile access
  RSS feed

Asset allocation

Asset allocation

Helping you determine the optimal mix of assets for client portfolios

Risk speedometer: Risk continues to sway

Podcast: A guide to smart rebalancing

Audio  |  Transcript available

In this 15-minute podcast, Vanguard Wealth Planning Analyst Jenna McNamee shares best practices for implementing a smart rebalancing strategy.

Vanguard Wealth Planning Analyst Jenna McNamee discusses how to implement a smart rebalancing strategy.

  Listen to audiocast

 | 

  Read transcript

Global equity investing: The benefits of diversification

Whitepaper

Even though investors may exhibit a home bias, investing in international stocks has clear benefits.

Even though investors may exhibit a home bias, investing in international stocks has clear benefits.

  Read executive summary

 | 

  Read white paper

Risk speedometer: Risk moderates

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at March 2019 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at March 2019 cash-flow data.

  Read article

Getting back on track: A guide to smart rebalancing

Whitepaper

Our research team breaks down the benefits of rebalancing and suggests three best practices for executing a rebalancing strategy.

Our research team breaks down the benefits of rebalancing and suggests three best practices for executing a rebalancing strategy.

  Read executive summary

 | 

  Read white paper

Risk speedometer: Risk wanes

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at February 2019 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at February 2019 cash-flow data.

  Read article

Risk speedometer: Easing off the brake

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at January 2019 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at January 2019 cash-flow data.

  Read article

Is cash an option in the current market environment?

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis explains why he believes cash shouldn't be viewed as an investment vehicle.

Vanguard Global Chief Economist Joe Davis shares his thoughts on whether cash is an attractive option given the current market environment.

  Watch video

 | 

  Read transcript

Risk speedometer: Risk deceleration

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at December 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at December 2018 cash-flow data.

  Read article

Risk speedometer: Continued pressure

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at November 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at November 2018 cash-flow data.

  Read article

Risk Speedometer: A Noticeable Pullback

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at October 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at October 2018 cash-flow data.

  Read article

Risk speedometer: A slight pickup

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at September 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at September 2018 cash-flow data.

  Read article

Risk speedometer: Foot off the accelerator

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at August 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at August 2018 cash-flow data.

  Read article

The portfolio currency-hedging decision

Whitepaper

This paper presents a framework that puts the typical asset-class approach to currency hedging in a portfolio context. This approach makes clear that the hedging decision depends on the strategic asset allocation decision that aligns a portfolio’s performance with an investor’s objectives.

This research paper offers a framework that puts the typical asset-class approach to currency hedging in a portfolio context.

  Read executive summary

 | 

  Read white paper

The cost of not being fully diversified

Audio  |  Transcript available

In this 12-minute podcast, we analyze the cost and benefits of concentrated asset allocations versus taking a more diversified approach.

In this 12-minute podcast, we analyze the cost and benefits of concentrated asset allocations versus taking a more diversified approach.

  Listen to audiocast

 | 

  Read transcript

Risk speedometer: Steady as it goes

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at July 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at July 2018 cash-flow data.

  Read article

Risk speedometer: Steady at the wheel

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at June 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at June 2018 cash-flow data.

  Read article

Considerations for a concentrated equity portfolio

Whitepaper

Some clients might find themselves with a concentrated equity portfolio. More often than not, the best move would be to diversify. Understand why and examine methods for diversifying a concentrated portfolio with this new Financial Planning Perspectives note.

This Financial Planning Perspectives note explains prudent ways to help clients diversify a concentrated equity portfolio.

  Read executive summary

 | 

  Read white paper

Risk speedometer: Cruising speed

Article

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at May 2018 cash-flow data.

Vanguard's risk speedometers are our unique lens on investor behavior. This monthly update looks at May 2018 cash-flow data.

  Read article

The link between stocks and bonds: Will history be our guide?

Article

With market volatility becoming the norm, will we experience more simultaneous declines of stocks and bonds, and what popular hedging strategies are available to offset this occurrence?

With market volatility becoming the norm, will the inverse relationship between stocks and bonds still hold over time?

  Read article