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Talk to clients about market downturns

We've changed our large transaction policy

In response to client feedback, Vanguard sets new review limits defining when large trades will be automatically approved.

Risk speedometer: Foot back on the brake

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

Don't let the tax grinch spoil clients' charitable giving

Individuals can use donor-advised funds to give to charitable causes while reducing their federal tax burden.

Tax time! Consider Vanguard ETFs® to improve tax efficiency

Looking to minimize client’s tax bills? Be aware of year-end tax-planning strategies and the benefits of a tax-efficient, low-cost Vanguard equity ETF.

Tax-loss harvesting should take place throughout the year

Tax-loss harvesting opportunities can occur in any month. Advisors can add value for clients by using this strategy year-round.

How the SECURE Act could help investors save for retirement

How the SECURE Act would help many investors prepare for retirement and expand access to retirement plans.

Clients should save more for retirement health care costs

Two Vanguard research papers offer practical perspectives on managing health care costs in retirement and using health savings accounts for health care expenses.

Assessing the value of advice

Vanguard research introduces a framework for measuring the value of financial advisory services to investors based on portfolio, financial, and emotional outcomes.

Help clients beat the jitters when the markets shake

This one-page client-approved brief, based on the 2018 stock market drop, demonstrates why staying the course during a downturn can be the best decision.

This one-page client-approved brief, based on the 2018 stock market drop, demonstrates why staying the course during a downturn can be the best decision.

Keep it simple for clients: A QuickStart guide to a financial plan

Financial planning can be a complex affair. But our QuickStart Guide to Your Financial Plan can aid conversations between you and your clients. When surveyed, advised investors said they love our new template.

Financial planning can be a complex affair. But our QuickStart Guide can make it easier for you and your clients. Try our new template.

How America Saves 2019 analyzes retirement savings behavior

Video

The 18th edition of How America Saves delivers a comprehensive analysis of the retirement savings behavior of 5 million participants in about 1,900 defined contribution (DC) retirement plans for which Vanguard provides recordkeeping services.

The 18th edition of How America Saves examines trends in how participants accumulate, manage, and access retirement savings.

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The Digital Investor: Financial attention through multiple digital channels

A new Vanguard research paper explores how investors use their mobile devices to interact with their financial institutions.

A new Vanguard research paper explores how investors use their mobile devices to interact with their financial institutions.

Factors driving ETF adoption

Newer Vanguard investors are increasingly using ETFs as their primary investment vehicle, researchers have found.

Newer Vanguard investors are increasingly using ETFs as their primary investment vehicle, researchers have found.

Building a digital strategy?

Recently, Vanguard researchers explored the concept of "digital financial attention"—how investors interact digitally with their investment accounts. Their findings delve into digital financial attention and how it varies by such factors as age, gender, and more.

The findings of Vanguard researchers on the concept of "digital financial attention"—how investors interact digitally with their investment accounts.

5 key takeaways for improving your client service

What can you do to enhance your client service? This brochure offers insights into the services clients seek from their advisors.

Access a compilation of third-party research that provides strategies for enhancing your client service.

Vanguard's investor insights help advisors

This article looks at Vanguard's commitment to offering advisors practical, useful research as well as enduring insights, with an overview of the Vanguard Center for Investor Research (CIR), including its latest paper, Early ETF adoption among self-directed investors.

This article looks at the Vanguard Center for Investor Research, how it benefits advisors, and its paper, Early ETF adoption among self-directed investors.

Trust: a key component to growing your advisory business

What's the single most important factor in generating client referrals? Building trust with your clients. Here are some tips for building connections with your clients.

Steps advisors can take to grow their business.

Risk-taking across generations

This research paper explores how various demographic groups view risk and how investors' experiences shape their risk tolerance.

This research paper explores how various demographic groups view risk and how investors' experiences shape their risk tolerance.

Know your clients better with Advised investor insights

Vanguard introduces Advised investor insights: How investors select advisors, the first report in a proprietary research series. Key findings include common traits of advised investors and the importance of referrals, regardless of the source.

Vanguard introduces a research series, Advised investor insights. Key first-report findings include common advised investor traits and the power of referrals.