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Asset allocation
A map to building factor-based portfolios
Factor-based investing can take on different characteristics depending on the approach chosen.
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Improving the odds of meeting a portfolio return target
Valuation-aware, time-varying asset allocations can help investors reach their return targets.
Let's talk about HSAs, retirement income strategies, and more
In a two-part podcast appearance, Vanguard’s head of advice methodology gives his take on savings and retirement.
Vanguard economic and market outlook for 2024: Global summary
An era of higher interest rates will also be an era of sound money. Read more of Vanguard’s 2024 views in this summary.
Research spotlight
Financial wellness and planning
Vanguard’s Principles for Investing Success
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.
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Not all factors are created equal: Factors’ role in asset allocation
Our research looks at the role factors can play in shaping a portfolio’s performance and risk profile.
Constructing return-target portfolios: A time-varying, valuation-aware approach to asset allocation
Vanguard research considers investors who may benefit from target portfolios using valuation-aware, time-varying return forecasts.
Asset location for equity
Vanguard research shows how to optimize after-tax returns through placement of equity subclasses across accounts.
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