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We've changed our large transaction policy

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-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.

Clients confused about Medicare’s maze? This guide can help

Clients' task of choosing a Medicare option can appear daunting. Advisors can help them focus on the elements of coverage they find the most important.

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.

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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Planning for health care costs in retirement

Health care costs are rising faster than inflation, and retirees might need to alter their approach to paying for health care. Vanguard's new model for forecasting health care costs for U.S. retirees can be used to help clients map out their health care expense plan.

This paper provides a new model for forecasting health care costs for U.S. retirees. Use it to help clients map out their health care expenses in retirement.

Assessing the inclusion of alternatives in target-date funds

As the use of target-date funds increases, investment managers are turning to alternative strategies to differentiate their life-cycle products. This commentary piece looks at some of these strategies through a lens of TDF-specific portfolio construction considerations.

This commentary piece examines investment managers' use of alternative strategies in target-date funds to differentiate their life-cycle products.

529 plan savers earn better grades for behavior

When it comes to saving for college, starting early and contributing consistently is key. Vanguard’s 529 plan owners are increasingly doing both. See how an early start and consistent contributions can help plan owners reach their goals and maximize their tax benefits.

Vanguard 529 plan owners are saving earlier and contributing more consistently than ever. See how doing so can help benefit clients in the long run.