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Guide clients on retiring in uncertain markets

Market perspectives: May 2021

Growth continues to pick up in the U.S. as the vaccine rollout continues, but some regions are lagging behind. Find out why.

Five investing principles that are built to last

Markets are unpredictable and investment fads come and go. Here’s some sound investing advice to help your clients achieve long-term financial success.

The potential for higher inflation: What can you do about it?

Advisors concerned about the potential for higher inflation should consider an allocation to Treasury Inflation-Protected Securities.

When stocks get ahead of fundamentals

Now is a good time to remind your clients to tune out the noise and stay the course.

"How America Invests" reveals affluent client behaviors

Vanguard research examines the investing habits of affluent investors, giving financial advisors a detailed benchmarking tool for their practice.

Keep clients on track with this year-end planning checklist

Advisors have an array of topics to cover for year-end planning with clients: from rebalancing to more complex activities such as charitable giving.

Get expert insights into uncertain times

Get insights from industry thought leaders by viewing the replays of the 2020 Vanguard Advisor Symposium.

Show clients the massive savings potential of HSAs

Health Savings Accounts’ favorable tax treatment makes them potentially powerful tools for helping your clients to build wealth.

The election, investing, and what really matters

The U.S. presidential election gives investors the chance to assess their comfort with uncertainty they know is coming.

How the Fed could rewrite the rules for fixed income

The Federal Reserve’s shift to average inflation targeting could change the rules for fixed income investing, says Vanguard’s Anne Mathias.

Elections matter, but not so much to clients' investments

Clients may worry about what an election means for their portfolios. This article provides research and resources to help alleviate their concerns.

How to conduct virtual meetings like a pro

Follow these best practices to help make your virtual meetings more efficient, effective, and impactful.

A snapshot of investor behavior during a downturn

In the midst of a historic downturn, Vanguard investors demonstrated the courage to commit to a long-term strategy.

Fee-based advice: Prepping for a successful transition

A package of materials to support advisors in making the transition to a fee-based practice.

Learn to overcome client investing biases

Vanguard Senior Advice Strategist Mike DiJoseph explains how advisors can overcome common human biases that can skew their clients’ decisions.

Coach retirement-age clients through volatility

Vanguard Senior Advice Strategist Mike DiJoseph explains how advisors can help coach pre-retirees and recent retirees through market downturns.

Effectively coach clients through market declines

Senior Advice Strategist Mike DiJoseph explains how advisors can use behavioral coaching to keep clients focused on their long-term goals during market downturns.

Two frameworks help simplify behavioral coaching

Vanguard Senior Advice Strategist Mike DiJoseph explains two simple behavioral coaching frameworks to help advisors build deeper trust with clients.

Use behavioral coaching to build trust with clients

Vanguard Senior Advice Strategist Mike DiJoseph explains the importance of behavioral coaching in helping advisors build trust with clients.