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.


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Wealth management

Adding value beyond asset management

Wealth management

Adding value beyond asset management

Putting a value on your value: Quantifying advisors alpha

Whitepaper

New research explores ways that advisors can add value through relationship-based services such as financial planning, discipline, and guidance, and quantifies these benefits relative to others who focus primarily on trying to outperform the market.

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 | 

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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.

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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.

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 | 

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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.

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 | 

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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.

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 | 

  Read transcript

The value of enduring advice

Blog

Fran Kinniry discusses Vanguard’s research that quantifies the value of advice under the Vanguard Advisor’s Alpha™ framework at “about 3%.”

Fran Kinniry discusses Vanguard’s research that quantifies the value of advice under the Vanguard Advisor’s Alpha™ framework at “about 3%.”

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What do affluent clients want?

Article

With a new report from Spectrem Group and Vanguard, advisors can learn what concerns are at the top of affluent investors' minds. The report also outlines significant business opportunities for advisors who understand the needs of the affluent market.

Advisors can gain a deeper understanding of what affluent clients want from a new research report from Spectrem Group and Vanguard.

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Smart tax planning for 2014

Article

With tax season well under way, clients may be feeling the pinch from taxes introduced in 2013. Rather than shift tactics to minimize tax liabilities, Vanguard encourages clients to focus on optimizing core tax-management strategies.

Despite several recent tax laws, the core tactics of effective tax management endure.

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Infograph: Baby boomers and equity returns

Article

It is widely believed that a retirement-induced stock sale by the baby boomer generation could pose a significant headwind to long-term equity market valuations. This infograph outlines 5 key factors for why a baby boomer-led equity bust is unlikely.

An infograph featuring 5 reasons that baby boomers' retirement is unlikely to present a headwind to long-term stock market returns.

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