Join Vanguard experts for our 2026 forecast Register now for our live annual economic and market outlook webinar. Vanguard’s Joe Davis and Sara Devereux will discuss AI investment, U.S. growth …

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Launched in 1975, The Vanguard Group, Malvern, Pennsylvania, is among the world’s largest equity and fixed income managers. As chief investment officer, Gregory Davis, CFA, oversees Vanguard’s …

Join us for an engaging discussion on how Vanguard Personalized Indexing (VPI) can help diversify that concentration. Thanks to the tax-loss-harvesting feature of direct indexing, you can reduce tax costs …

Mar 1, 2023 · This page connects you with advisor- and end-client resources to prepare your clients and their family members for an intergenerational transfer of assets.

Feb 24, 2025 · Over the past 25 years, the partnership between the investment advisory community and Vanguard has steadily grown stronger. This relationship owes its strength in no small part to …

Sep 6, 2024 · Vanguard Personalized Indexing Management, LLC (“Vanguard Personalized Indexing Management”), formerly Just Invest, LLC, an SEC-registered investment advisor, is an independently …

Neither Vanguard nor its financial advisors provide tax and/or legal advice. This information is general and educational in nature and should not be considered tax and/or legal advice.

Fee discussions can be among the most difficult conversations for financial advisors. However, keep in mind that transparency is vitally important in fostering a trusting relationship with your clients.

Dec 11, 2024 · Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust …