Vanguard: Investment Commentary

In this podcast, Vanguard economic expert Andrew Patterson explains the principles of currency hedging and provides context for investors to consider.

What does factor-based investing mean, and what should those who may be considering such an approach keep in mind? Joel Dickson, Vanguard's Global Head of Investment Research and Development and a principal in Vanguard Investment Strategy Group, offers his insights and takeaways based on a new research paper he coauthored.

Don Bennyhoff, senior investment analyst in Vanguard Investment Strategy Group, discusses ways that clients can reframe the way they think about investments, including how to keep emotions in check, tune out media noise, and focus on elements that have the most impact on portfolios.

The "4 percent spending rule" has long been a guideline for retirement spending. Maria Bruno of Vanguard's Investment Strategy Group discusses the rule along with a dynamic approach to retirement spending, and how the current market economy and interest rates affect retirement spending strategies.

This month's edition reviews Vanguard research on the potentially high cost of adopting a performance-chasing strategy when investing in equity mutual funds. Listen for details on how a buy-and-hold investing approach outperformed a strategy of pursuing recently well-performing funds over one ten-year period.

Two Vanguard economists examine the forecast for economic growth and issues facing investors in the coming year.

This month's installment takes a look at year-end considerations for the 2014 tax filing season. Sarah Hammer, a senior analyst in Vanguard Investment Strategy Group, discusses the current regulatory environment as well as strategies advisors can use to help tax-optimize client portfolios, and actions that clients can take now that may help them pay less on their 2014 taxes.

What are "best practices" for ETF trading? In this podcast, Jim Rowley of Vanguard Investment Strategy Group offers advisors and investors tools and strategies to effectively trade ETFs and minimize transaction costs.

Indexing has become so popular in recent years that some believe it's getting too big. In this podcast, Chris Philips of Vanguard Investment Strategy Group discusses the rise of indexing, why it's causing some concern in the investment community, and whether current data support this concern.

How much value can advisors add? In this podcast, Fran Kinniry and Colleen Jaconetti of Vanguard's Investment Strategy Group answer that question and discuss ways advisors can describe their philosophy to clients.

Chief Economist Joe Davis and Senior Economist Roger Aliaga-Díaz discuss the likelihood of higher interest rates in the future.

In this podcast, Kristin Barry with Vanguard Financial Advisor Services explains the demographics driving the need to talk about wealth transfer and offers suggestions about how you can get the conversation started.

In this podcast, Vanguard senior investment analyst Brian Scott talks about what's happening in the bond market and what to consider going forward.

In this podcast, Vanguard senior analyst Chris Philips discusses global investing. He examines diversification and other aspects of investing abroad.

In this podcast, Joel Dickson of Vanguard Investment Strategy Group gives an insider's view of the big themes and discussions that took place at this year's Inside ETFs conference in Florida.