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Thriving in a fiduciary environment

Best practices, key action items, and other resources for overcoming fee-based challenges.

Thriving in a fiduciary environment

Best practices, key action items, and other resources for overcoming fee-based challenges.

Risk speedometer: Risk wanes

What is "The uncertainty advantage"?

Video  |  Transcript available

Watch the video replay of Vanguard Chief Investment Officer Greg Davis's keynote address at Inside ETFs in which Greg discussed the current fixed income environment, Vanguard's market and economic outlook, and opportunities to deliver greater value to clients.

Watch the video replay of Vanguard Chief Investment Officer Greg Davis's keynote address at Inside ETFs in February.

  Watch video

 | 

  Read transcript

Our expectations for emerging markets returns

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis explains why rebalancing into markets outside the United States makes strategic sense.

Vanguard Global Chief Economist Joe Davis on why emerging markets remain a wild card.

  Watch video

 | 

  Read transcript

Brexit and the value of diversified portfolios

Article

What the U.K. Parliament's latest vote over Brexit negotiations with the European Union means for investors and diversified portfolios.

What the U.K.'s latest Brexit vote means for investors.

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Are U.S. equities fairly valued?

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis says that for the first time in a decade, U.S. equities are approaching a fair-value assessment.

How fairly valued are U.S. equities? Vanguard Global Chief Economist Joe Davis offers his analysis.

  Watch video

 | 

  Read transcript

What to expect next from the markets

Article

Vanguard CEO Tim Buckley says our economists are anticipating low returns and higher volatility over the next decade. If they're right, adhering to best practices will be crucial to your investment success.

CEO Tim Buckley says adhering to best practices will be crucial to investment success in a low-return environment.

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Podcast: Inside Inside ETFs 2019—a ringside seat at the conference

Audio  |  Transcript available

In this 16-minute podcast, Vanguard ETF product management expert Rich Powers gives listeners an insider's view of the recent Inside ETFs conference in Hollywood, Florida--the showcase of the vibrant and growing ETF industry.

In this 16-minute podcast, Vanguard ETF product management expert Rich Powers provides investors with exciting highlights of the recent Inside ETFs conference.

  Listen to audiocast

 | 

  Read transcript

Roth conversions can give clients, heirs tax flexibility

Article

When planning for clients' estates, advisors should evaluate current and potential future income tax rates for clients and beneficiaries, then consider using a Roth conversion for tax diversification.

Advisors planning estates should look at current and potential future income tax rates for clients and beneficiaries, then consider a Roth conversion.

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Strategies for annual Roth conversions

Article

Roth IRAs can help clients pass more wealth on to their heirs. This article offers four strategies to making annual Roth conversions, which can ease the tax bite converting traditional IRAs to Roth IRAs.

Tax-savvy annual planning may ease the tax bite of Roth conversions, which can help clients pass more wealth on to their heirs.

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Use the Roth IRA as an estate planning tool

Article

Roth IRAs can play an important role in estate planning. This article shows how a hypothetical client could pass a portfolio on to heirs using Roth and traditional IRAs, and then compares the results.

Roth IRAs can play an important role in estate planning. This article compares three scenarios under which a client could pass a portfolio on to heirs.

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What Fed projections may mean for longer-term stock returns

Article

Vanguard Chief Economist Joe Davis is looking at the upcoming Fed meeting for clues about stock returns longer term.

Vanguard Chief Economist Joe Davis is looking at the upcoming Fed meeting for clues about stock returns longer term.

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The strategic role TIPS can play in a portfolio

Video  |  Transcript available

Are Treasury Inflation-Protected Securities a good long-term investment? Vanguard Global Chief Economist Joe Davis explains how they can play a strategic role.

Vanguard Global Chief Economist Joe Davis explains the strategic role Treasury Inflation-Protected Securities can play in a portfolio.

  Watch video

 | 

  Read transcript

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.

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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

Two pictures are worth 2,000 words

Article

Since 1996, the number of U.S. public companies has been cut in half. But all it takes is two pictures to see why Jim Rowley isn't worried.

Since 1996, the number of U.S. public companies has been cut in half. But all it takes is two pictures to see why Jim Rowley isn't worried.

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Webcast replay: Vanguard--Live from Inside ETFs

Article

This replay of Vanguard's webcast from the Inside ETFs conference features experts from inside and outside Vanguard discussing the ETF landscape.

This replay of Vanguard's webcast from the Inside ETFs conference features experts from inside and outside Vanguard discussing the ETF landscape.

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We all use technology, but what's the right tech strategy?

Article

Technology shapes many aspects of our lives, including investing. In this exchange, Noni Robinson, head of Bank and Institutional in Vanguard Financial Advisor Services™, and Bill Martin, CIO of INTRUST Bank, discuss how tech is changing advisor-client partnerships.

Noni Robinson, head of Bank and Institutional in Vanguard FAS, chats with Bill Martin, CIO of INTRUST Bank, about technology in the advice space.

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What investors can expect as key decisions affecting markets await

Article

Vanguard's Roger Aliaga-Díaz discusses the potential short- and long-term market impacts of specific policy debates that could play out in the weeks ahead.

Learn Vanguard’s views on the impact looming policy decisions will have on investors.

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Tips for getting clients to ignore short-term performance and focus long term

Video  |  Transcript available

Vanguard's Don Bennyhoff and Fran Kinniry say using historical illustrations to demonstrate when the market has rebounded from sharp downturns helps clients focus on the long term and ignore short-term underperformance.

What's the secret to effective behavioral coaching? Getting clients to focus on the long term and not worry about short-term underperformance.

  Watch video

 | 

  Read transcript

A Q&A with Nate Geraci: The best portfolio is the one your clients stick to

Article

Registered investment advisor Nate Geraci, the president of The ETF Store, stresses the importance of knowing how to pick ETFs that can potentially align with clients' investment objectives from a big sea of choices.

Registered investment advisor Nate Geraci stresses the importance of knowing how to pick ETFs that align with clients' objectives from a sea of choices.

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