Tag Archives: asset allocation

Joe Davis and Andy Clarke collaborated on this post, the result of a conversation about research that Vanguards Investment Strategy Group has conducted on the adoption and economic impact of “great ideas.”

Last Christmas, I bought my son a pair of noise-canceling headphones. Now, even as I raise my voice to a shout, he can’t hear me above whatever is rattling around inside his head.

In short, he’s on his way to …

I remember one of my colleagues observed that many investors don’t really have portfolios—they have “collections” of securities. He meant that their accounts had been assembled piecemeal over time, with a brother-in-law’s recommendation here and a newsletter recommendation there. In …

I try to shop locally because I think it’s important to support neighborhood businesses. I also cheer for local teams such as the Eagles and Phillies, as long as they aren’t impacting my childhood loyalties to the Boston Red Sox …

In my January 5 post, I wrote about big developments shaping retirement in 2011. In this and an upcoming post, we’ll look at simple retirement planning tactics individual investors may want to consider.

1. Savings rates. There’s a …

We at Vanguard educate, cajole, and opine everywhere on the importance of keeping your investment portfolio diversified and matched closely with your risk profile. We should be saying more about just where you’re keeping those investments.…

Of all the generally accepted investment concepts called into question by the recent market environment, it seems to me that rebalancing is pretty close to the top of the list.

During late 2008 and early 2009, rebalancing your portfolio to …

From the Wall Street Journal (subscription required) to the cartoon people interviewed on TV with zippy music, a recent theme in the financial press is that it’s “madness” to build a portfolio using the traditional method of setting an asset …

One of the biggest frustrations for investors is that there is one huge factor no one can control—the returns that the financial markets are going to provide in any given stretch of time.

When we first start investing, we probably …