Factor-based investing can take on different characteristics depending on the approach chosen.
Valuation-aware, time-varying asset allocations can help investors reach their return targets.
In a two-part podcast appearance, Vanguard’s head of advice methodology gives his take on savings and retirement.
An era of higher interest rates will also be an era of sound money. Read more of Vanguard’s 2024 views in this summary.
In this paper, Vanguard espouses four simple and enduring principles to help investors achieve long-term success. Goals: Create clear, appropriate investment goals. Balance: Keep a balanced and diversified mix of investments. Costs: Minimize costs. Discipline: Maintain perspective and long-term discipline.
Our research looks at the role factors can play in shaping a portfolio’s performance and risk profile.
Vanguard research considers investors who may benefit from target portfolios using valuation-aware, time-varying return forecasts.
Vanguard research shows how to optimize after-tax returns through placement of equity subclasses across accounts.