Optimize client communications
Streamline your process and turn insights into confident client conversations using our customizable resources on the topics clients ask about most.
RESOURCES
Client-ready resources
Explore timely insights and enduring investment themes, ready to summarize and share as customized one-pagers with any client.
Vanguard Perspective
Vanguard’s latest market and economic outlook examines attractive tax-equivalent yields for municipal bonds and the resilience of the U.S. economy amid strong business investment, persistent inflation, and the potential for additional rate increases from the Federal Reserve.
Expert Perspective
Discover why some of today's most compelling investing opportunities may come from reassessing portfolio positioning rather than chasing the next trend.
Expert Perspective
The first phase of the AI trade focused on companies building the technology. Explore where opportunities may emerge next as AI adoption spreads across industries and business models.
Vanguard Perspective
Article on the tax-loss-harvesting opportunity that exists for fixed income investors due to the increase in yields, that has pushed bond prices lower.
Vanguard Perspective
After the first interest rate hike under new Fed Chair Kevin Warsh, Vanguard suggests to advisors that intermediate-term bonds now look attractive
Vanguard Perspective
Learn how international bonds may reduce client portfolio risk while supporting consistent returns.
Vanguard Perspective
Understand how to help clients maximize the financial benefits of a charitable giving plan, including potential tax benefits.
Product News
Clients worried about the impact of the SpaceX IPO launch on index funds can rely on a more grounded approach.
Economy & Markets
Economic past, present, and future
Help clients navigate the current state of the economy, understand what’s trending in markets and why, and guide conversations toward solutions.
Use the Market Hindsight Tool to show how past market events could have impacted client portfolios—share the insights with a client-ready PDF that helps build long-term confidence.
Look ahead utilizing the latest forecasts and analysis from Vanguard experts.
ADVISOR'S ALPHA®
Your firm’s competitive edge
Harness our proven Advisor’s Alpha concept to see how you could generate substantial and more predictable value for clients.
Dig deeper into behavioral coaching for learnings on client decision-making, effective introductory meetings, and building trust.
Discover how to optimize your practice with a modern, client-focused approach that attracts and retains investors.
FinanCIal planning
A playbook for success
Synthesize client goals and provide roadmaps that bring the big picture into focus without missing the small steps.
Develop action-ready financial plans that cover Social Security costs, estate planning, and retirement planning strategies.
Begin with a deep dive on wealth management for resources on key components of your plans.
TAX PLANNING
Solve the tax puzzle
Deliver timely advice on tax-efficient strategies, retirement withdrawals, and estate or trust planning.
Equip clients with straightforward resources that demystify complex tax rules and changing regulations.
Help clients gain a strategic edge with proactive, comprehensive tax guidance that complements their broader financial plans.
HEALTH CARE
Well-being beyond coverage
Provide clear, reliable insights on Medicare, long-term care, and health-related retirement costs.
Empower clients with easy-to-understand resources that simplify complex coverage decisions.
Strengthen trust by integrating and prioritizing care-related guidance within your clients’ financial plans.
Have questions about Conversation Studio? Contact us.
Disclosures and footnotes
- All investing is subject to risk, including possible loss of principal. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.
- Diversification does not ensure a profit or protect against a loss.
- Bond funds are subject to interest rate risk, which is the chance bond prices overall will decline because of rising interest rates, and credit risk, which is the chance a bond issuer will fail to pay interest and principal in a timely manner or that negative perceptions of the issuer's ability to make such payments will cause the price of that bond to decline.
- Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. These risks are especially high in emerging markets.