Vanguard's CEO describes our advice services

preview_player
Показать описание
1/10/2019 Webcast: Vanguard CEO Tim Buckley and CIO Greg Davis look ahead to 2019

Vanguard Personal Advisor Services® combines the benefits of having a Certified Financial Planner™ professional in your corner with the cost efficiencies of using leading-edge technology for the technical aspects of portfolio management, as CEO Tim Buckley explains here. An advisor is your investing partner for the long term; someone who'll get to know your priorities, answer your questions, strategize about college savings or retirement planning—and who can coach you through periods of market turbulence, life changes, or whatever else may come along.

IMPORTANT INFORMATION
Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk.

Tax-loss harvesting involves certain risks, including, among others, the risk that the new investment could perform worse than the original investment, and that transaction costs could offset the tax benefit. There may also be unintended tax implications. We recommend that you consult a tax advisor before taking action.

This webcast is for educational purposes only and does not take into consideration your specific circumstances or other factors that may be important in making investment decisions. We recommend that you consult a tax or financial advisor about your individual situation.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

© 2019 The Vanguard Group, Inc. All rights reserved.
Рекомендации по теме