Advisor's Digest

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management. Vanguard's Economic Week in Review is also included with every edition.


Announcements

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



Learn more

 

STAY CONNECTED


  Mobile access
  RSS feed

Fiscal cliff

Guidance for dealing with the uncertainty

Fiscal cliff

Guidance for dealing with the uncertainty

Two sides to every trade

Blog

The notion—that every trade has two sides—is trivially true in financial markets. But it’s also a quite simple idea that offers us several lessons.

The notion—that every trade has two sides—is trivially true in financial markets. But it’s also a quite simple idea that offers us several lessons.

Read blog  

Become a more adept ETF trader with the ETF Knowledge Center

Article

Visit the Trading section of the ETF Knowledge CenterTM for information on lots of ETF trading topics, as well as downloadable ETF trading-related materials. Become a more skilled ETF trader and help your clients better understand how ETFs trade.

Visit the Trading section of the ETF Knowledge CenterTM for information on lots of ETF trading topics, as well as downloadable ETF trading-related materials.

  Read article

Economic Week in Review: Rebound from winter continues

Article

As temperatures rise across the United States with the onset of spring, the nation's economic data show green shoots of growth following a harsh winter. Retailers posted strong March numbers, while the Federal Reserve found signs of broadening economic expansion.

Economic data shows growth after a harsh winter. Retailers posted strong March numbers, while the Federal Reserve found signs of broadening economic expansion.

  Read article

ETF Perspectives: Avoid gaps or overlap in index selection

Article

The ETF Perspectives Spring 2014 issue features advice on how to pick among index providers, take advantage of ETF premiums and discounts when rebalancing, and use Vanguard's new Portfolio Analytics tool to show clients the advantages of adding passive investments.

The ETF Perspectives Spring 2014 issue features advice on how to pick among index providers and use the new Portfolio Analytics tool.

  Read article

Tax strategy important for retirees

Video  |  Transcript available

Advisors and clients must consider taxes when deciding whether make withdrawals or take income from retirement portfolios. In this video, Vanguard offers best practices that outline the order in which assets should be tapped to help make retirement tax-efficient.

Retired clients looking for income need to consider taxes. Vanguard offers these best practices to handle withdrawals and income from their portfolios.

  Watch video

 | 

  Read transcript

Key question: What do jobs data really say?

Article

Future Federal Reserve action depends on interpreting unemployment data, a complicated task that depends on what is driving changes in jobless rates. This increases uncertainty about the outlook for interest rates and reinforces the benefits of balanced portfolios.

Vanguard economists examine different ways to explain unemployment data and link those interpretations to expected Federal Reserve action.

  Read article

Talking to your clients about ETFs

Blog

Our webinar provides a line of sight to investors’ ETF knowledge and suggests bringing client conversations back to basics isn’t a bad idea.

Our webinar provides a line of sight to investors’ ETF knowledge and suggests bringing client conversations back to basics isn’t a bad idea.

Read blog  

Target-date funds: Looking beyond the glide path in 2014

Whitepaper  |  Client approved

Research shows that, along with a target-date fund’s glide path, investors should examine the fund’s sub-asset allocation, cost, and tactical flexibility. Together, these factors can significantly affect a fund’s returns and an investor’s asset accumulation over time.

How the sub-asset allocation, cost, and tactical flexibility of a target-date fund are better indicators of potential performance than its glide path alone.

  Read executive summary

 | 

  Read whitepaper

A new, adaptable approach for retirement spending

Video  |  Transcript available

Vanguard's dynamic approach to retirement spending is an alternative to traditional strategies for portfolio drawdowns, such as the 4% rule. The new approach combines aspects of the methods, helping retirees to enjoy market gains yet giving them the opportunity to adjust withdrawals if stocks swoon.

Vanguard's dynamic approach to retirement spending is an alternative to traditional strategies for portfolio drawdowns, such as the 4% rule.

  Watch video

 | 

  Read transcript

 

© 1995–2014 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, distributor. Your use of this site signifies that you accept our terms & conditions of use.