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Perspectives and news
Research summary
Charitable trusts: Strategic planning and giving
Charitable trusts help donors align wealth and giving goals, offering tax-efficient, strategic philanthropy.
Our full library of perspectives
Style-ish? Active style drift when styles are in vogue
Does your active equity fund stick to its investment style? Knowing the answer can help reduce portfolio risk.
Vanguard sees continued opportunity in long-term munis
Long-term munis continue to offer value with potential for attractive yields, tax-efficient income, and portfolio stability.
From paycheck to purpose: Retirement unpacked
Savings strategies and insights from first job to retirement — shared by Vanguard’s Joel Dickson and Fiona Greig.
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Markets and economics
Looking beyond the Fed rate cut
Explore global economic outlooks and market trends shaped by inflation, policy shifts, and rate expectations.
Inflation from tariffs likely gradual
Tariff costs are likely to contribute to a gradual rise in inflation, but not the tariff cliff so many feared.
Fading small-cap premium and softer U.S. labor market
Our monthly outlook discusses what happened to the small-cap premium and a measured softening in the U.S. economy.
U.S. economy: Labor market takes on renewed focus at the Fed
The subdued job creation observed in recent labor market reports has shifted monetary policy sentiment.
Research spotlight
Financial wellness and planning
Charitable trusts: Balancing tax efficiency and philanthropy
Charitable trusts combine tax efficiency with philanthropy for strategic giving.
Our full library of research
Principles for behavioral design: Nudging for better investor outcomes
Vanguard helps investors make smarter financial choices using behavioral science and digital design.
Charitable gifting basics: Getting the most from your giving
How to maximize the impact of charitable giving through thoughtful timing, structure, and tax efficiency.
Financial Planning Perspectives—A ‘BETR’ approach to Roth conversions
Smarter Roth conversions: BETR uses real data to guide timing, tax impact, and long-term outcomes.
