Article Retiring in a Bear Market: The Conservative Approach September 14, 2022 What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Guide Special Report The ETF Advantage Updated: September 9, 2022 Understanding the Benefits and Risks of Exchange-Traded Funds The popularity of Exchange-Traded Funds (ETFs) has skyrocketed in recent years, and for good reason. The combination of low costs and a reputation for tax-efficiency have made ETFs an attractive portfolio option for investors big and small. But despite their popularity, ETFs remain … Read Morekeyboard_arrow_right
Podcast Fighting Inflation With Dividends September 7, 2022 FEATURING Charlie Toole, Steve Johnson and Andrew Busa How do you turn your portfolio into a paycheck? That’s the question most retirees face, and dividends can be an important part of the answer. Charlie, Steve and Andrew talk about the challenges of generating a stable, income-producing portfolio in an inflationary environment and … Listen Nowkeyboard_arrow_right
Article At Vanguard, Only Millionaires Need Apply August 31, 2022 It's the worst-case scenario—retiring just before a sustained decline in the stock market. Can your portfolio recover? We found out.Read Morekeyboard_arrow_right
Guide Special Report Investing and Taxes Updated: August 25, 2022 We all know that taxes are one of life’s certainties—one that many people would prefer to avoid. However, singularly focusing on minimizing your tax bill each year could compromise your investment plan and its potential gains. A long-term perspective, preparation and planning to manage your annual tax burden can help you strike … Read Morekeyboard_arrow_right
Article The 60/40 Approach: Retiring During a Bear Market August 17, 2022 It's the worst-case scenario—retiring just before a sustained decline in the stock market. Can your portfolio recover? We found out.Read Morekeyboard_arrow_right
Audio Protecting Retirement Savings Against Losses August 5, 2022 Investors approaching retirement or already there are understandably concerned about the impact of a bear market on their hard-earned assets. What can they do to protect their retirement savings? Manager of Financial Planning Andrew Busa and Interim Director of Research Jeff DeMaso discussed some options in our recent webinar,* Bear … Listen Nowkeyboard_arrow_right
Audio What’s the Difference Between a ‘Hard’ and ‘Soft’ Landing? August 4, 2022 If, like so many of our clients, you’re a regular consumer of financial news, you’ve surely heard Federal Reserve Chair Jerome Powell discussing the central bank’s aim for a “soft landing” resulting from its interest-rate hike policy. Interim Chief Investment Officer and Director of Research Jeff DeMaso parsed the difference between a … Listen Nowkeyboard_arrow_right
Audio Are We Headed for Stagnation? August 4, 2022 We hear it a lot: What are the chances that we’ll see long-term stagnation—say, a decade of low or no returns for stocks or bonds? And how can investors plan for this scenario? Interim Director of Research Jeff DeMaso and Manager of Financial Planning Andrew Busa discussed some options in our recent … Listen Nowkeyboard_arrow_right
Article Fidelity Brings ESG to Its 529 August 3, 2022 Late last year, some investors in Vanguard’s target-date funds got hit with a hefty surprise tax bill. Now it's going to cost the fund giant.Read Morekeyboard_arrow_right