As an advisor, you hear all the time that you should get to know your clients’ heirs but getting that conversation started can be challenging. Here are just a few topics we’ve researched to help you get important conversations going.
Alternative indexing methods—sometimes called “smart beta”—are gaining popularity. But how do they compare with a traditional, market-cap-weighted approach? Vanguard Senior Investment Analyst Jim Rowley explains why smart beta embodies the risk of active investing.
Is any extra yield from active bond managers because of alpha or superior active management, or just the result of taking on more market risk (beta) with an overweight to corporate bonds? And which one is an investor paying for?
Some think that the U.S. economy will stagnate for decades. Vanguard Chief Economist Joe Davis is not convinced.
Timing the market is a tricky—and mostly fruitless—pursuit. That’s why Vanguard stresses the importance of staying the course. That approach also makes sense from a trading perspective.
Volatility in emerging markets has some investors concerned. How should they address it? Jim Rowley, Vanguard senior investment analyst, discusses the enduring role of emerging markets in a broadly diversified and balanced portfolio, and cautions against narrowing exposure in an attempt to mitigate risk.
It’s déjà vu all over again. Fran Kinniry discusses time-tested investment principles through the lens of Yogi Berra quotes.
Vanguard Senior Investment Analyst Jim Rowley explains how adding passive funds to an active portfolio can help moderate typical performance swings by broadening diversification, lowering cost, and increasing tax efficiency.
Vanguard Chief Economist Joe Davis examines wise investing ideas through the lens of “Star Trek”
Vanguard’s new Portfolio Analytics tool can help advisors show their value to clients
Using soccer as a backdrop, Jim Rowley discusses the importance of a well-diversified portfolio of ETFs.
Jim Rowley responds to criticism that the U.S. Treasuries’ “dominance” is fundamentally changing the Barclays U.S. Aggregate Bond Index.