Vanguard events for financial advisors

Looking for the latest updates on the market and Vanguard’s outlook for the remainder of 2024? Watch the replay of a special webinar featuring two of Vanguard’s leading authorities on the economy and the markets: Vanguard Global Chief Economist Joe Davis and Vanguard Global Head of Fixed Income Sara Devereux.

Which of your clients could benefit from a direct indexing strategy like Vanguard Personalized Indexing (VPI)? When could VPI help you deliver superior value to your clients? Get answers by watching the on-demand webcast. Our experts will share results of their research into where direct indexing can provide the most value to clients.

Got 15 minutes for quick but comprehensive market insights? This rapid-fire webinar session is packed with our experts’ most timely market updates. You’ll hear Vanguard expert Ian Kresnak, investment strategy analyst, give his take on how our outlook may impact your clients’ portfolios, ensuring that you walk away with actionable insights to implement into your practice.

With yields still higher than we’ve seen in decades, fixed income has attracted a lot of attention from the media and investors. Where does it go from here? How can you wade through the uncertainty to take advantage of the best bond opportunities on behalf of your clients?

Do you have tax-sensitive clients? Our 2024 forecast shows a promising year for municipal bonds. With some of the highest yields seen over the last decade, the municipal bond space offers an attractive opportunity for generating high levels of tax-exempt income. Join Vanguard expert Paul Malloy, Vanguard’s head of municipals, as he shares Vanguard’s outlook on the municipal bond market and the opportunities we’re seeing for the year ahead.

When markets are bullish or bearish, your clients may experience swings in their investments that can stir up strong feelings. The emotions that many people feel in a presidential election year can also affect how they approach their portfolio. That’s when clients need you the most, to guide them through market extremes and external events—so they can remain on the right track to reach their investment goals. 

Our 2024 economic and market outlook: The first hour session features Vanguard Global Chief Economist Joe Davis and Global Head of Fixed Income Group Sara Devereux, who offer a comprehensive outlook for what we believe is in store for the economy and markets in 2024. The second session features Vanguard experts Chris Pettit and Natalie Marvi-Romeo, who dive deeper into what our outlook means for advisors and actions to take for client portfolios.

Changes to the SECURE Act and the sunset of the Tax Cuts and Jobs Act are coming, adding urgency to your year-end client conversations. What actions can you take to help minimize your clients’ tax bills given the new legislation? How can you highlight your value to your high- and ultra-high-net-worth clients as you help them adapt their estate plans? Get answers to these questions and more as you hear from two Vanguard financial planning experts: Julia Fuentes and Ashley Greene.

With the variety of options for early retirement health care plans, your clients may have questions and seek guidance as they make health care planning decisions. Join Vanguard’s Julia Fuentes in a special webinar session to help you better understand the distinctions between health care plans and guide your clients through these critical retirement decisions.

Trying to make sense of the current opportunities and risks in the bond market? Get the answers you need at our Active Fixed Income webinar. Vanguard’s Roger Hallam, global head of rates, and Chris Alwine, global head of credit, discuss trends moving fixed income markets, our active team's outlook for the economy, and key opportunities and risks across taxable fixed income sectors.

With the complexities of health care planning, your retirement-age clients may have critical health care questions and look to their financial advisors for guidance about these decisions. Join Vanguard’s Julia Fuentes in a special webinar session to help you build acumen and answer your questions in order to guide proactive client conversations around health care planning.