Our Insights
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Featured Insights
| Vanguard Perspective
Mastering the three stages of retirement planning
When clients think of retirement, they often imagine a single moment: the last day of work. But as experts Mike DiJoseph and Lauren Martinelli emphasize, retirement is not a one-time event—it’s a decades-long journey that demands evolving strategies. For advisors, understanding and guiding clients through the three distinct stages of retirement planning—short-term, medium-term, and long-term—is essential to delivering lasting value.
| Event
Shaping the next era of advice at Future Proof Festival
Vanguard made waves at this year’s Future Proof Festival in Huntington Beach, California, which brought together thousands of financial advisors, industry leaders, and innovators. From a 1975-inspired booth to thought-provoking sessions, here’s how we brought the energy to the industry’s largest wealth management event.