As the baby boomers retire, there is growing concern about the potential financial exploitation of seniors. Early in 2017, the SEC approved rules enabling firms to obtain emergency contact information when opening an account.
Sometimes the ‘basics’ get so shopworn they lose their punch—like the solemn performance of fiduciary duty and its importance to every retirement plan sponsor and nonprofit institution and their investment committees. Here’s a brief refresher.
Joe Davis, Vanguard’s global chief economist, outlines possible policy changes from the Federal Reserve and Capitol Hill. He suggests that investors keep their focus on the long term, rather than trying to respond to an ever-changing policy environment.
Bill Doughty, senior manager, Vanguard Strategic Retirement Consulting, gives examples of how Vanguard Plan Effectiveness Index™ has helped improve sponsors’ retirement plans—and how it can help you and your participants.
If you’ve ever run a marathon, you know the hardest part is the dedication it takes to get to the starting line. The same can be said of nonprofits wanting to build a private equity program.
Conventional wisdom doesn’t always hold up when you look at the data. You don’t have to drink 8 glasses of water a day, and inefficient markets don’t make it easier for active managers to outperform.
What feedback, concerns, and recommendations does Vanguard have for the U.S. Department of Labor as the fiduciary rule moves forward? Vanguard CEO Bill McNabb discusses five focus areas.
All the competing priorities in an employee’s life can leave retirement planning on the back burner. But Vanguard CEO Bill McNabb describes how more defined contribution plans are adding automatic features that allow inertia to work in their favor.
Martha King, managing director of Vanguard Institutional Investor Group, outlines three proven strategies sponsors can use to build a best-in-class retirement plan for their participants.
Active investment managers are like major league baseball players. Both are capable of producing towering home runs or disappointing strikeouts. And when it comes to investing, consistent singles and doubles may add up to scoring runs over time.
Visit institutional.vanguard.com to obtain a prospectus, which contains investment objectives, risks, charges, expenses, and other information; read and consider it carefully before investing.
Investments in bond funds are subject to interest rate, credit, and inflation risk.
Diversification does not ensure a profit or protect against a loss.
Foreign investing involves additional risks including currency fluctuations and political uncertainty.
Stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries.
All investing is subject to risk, including the possible loss of the money you invest.
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