Impactful Partnerships

Custom Content from WSJ

To increase brand visibility and the impact of our thought leadership, we launched season 1 of Better Vantage by Vanguard, a podcast series hosted by Custom Content from WSJ and Vanguard. The eight-part series features lively conversations with a range of Vanguard subject matter experts. It explores issues that matter most to investors, with timely, actionable and data-driven insights that support their pursuit of long-term financial outcomes.

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So Joe, let's talk

about those probabilities.

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Im Joe Davis.

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Join me and my co-host Christine Kashkari

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on season one of our new podcast,

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Better Vantage by Vanguard,

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We do believe we are in a new era

where bonds are going to offer more value.

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Never before have so many people turn 65 in this country.

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More people now than ever need retirement income.

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Complexity that is built into the U.S tax code is

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both a problem and an opportunity.

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a podcast series hosted by Custom Content from WSJ and Vanguard,

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Now, you got me interested.

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where we explore objective, data

driven insights for serious investors.

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When you look at valuations and where they are

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the 60/40 becomes the 40/60.

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That's pretty bold.

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if you want to access the entire market

opportunity,

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you need some type of private

market allocation,

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So what should investors

be doing to prepare for a scenario

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you've laid out.

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This is not the start of some

dystopian future, I can tell you that.

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You’ve got the odds stacked in your favor.

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Available where you listen to podcasts.

Washington Post

We partnered with the Washington Post to create an interactive sponsored content experience. The immersive article features video clips from the Breaking Bread, Building Legacy campaign where Black investors engage in honest, unscripted conversations about money around the dinner table. Readers are then encouraged to reflect on their own financial goals and motivations by answering five questions — the answers to which will help them take the next steps in their financial journeys.

The Economist Group

We partnered with The Economist Group on a podcast series that explores the many choices facing today’s investors, from making financial decisions with confidence to choosing the right advisor.

Making sure you factor in different perspectives is essential. And as How points out, this may not necessarily be family members or someone else you’re investing for. It is also your future self. The other key point How makes, is that your investment decisions are often infrequent, which makes it harder to develop a consistent approach. Once again, this is where a professional advisor can add real value. Vanguard’s Ryan Barrows:

Voice of Ryan Barrows:

That’s a, a huge advantage of, of advice. You can make one big decision once of who do I think is the best person to help me do this? And then you have someone to help you along with that journey from, from there on out.

Voiceover:

Here’s Janelle again with the investing equivalent of the serenity prayer. Grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference.

Voice of Janelle McDonald:

Investors can often times get really hyper focused on a lot of the things you mentioned, like what’s happening in the markets right now, what’s happening in the economy, what’s happening, um politically. And some of the best advice that we can give them, is to really focus on the things you can actually control. Focus on the things you understand. And an advisor can really help you to look at your own personal situation. Understand your goals, what do you actually want to accomplish? Right? Um, how do you get into develop a plan and get into a broadly diversified portfolio and manage that over time? When you see volatility, when you see these things happening in the economy, how do you really make sure that you’re revisiting your plan and you’re staying the course?

If we think about the, um, reaction to market volatility again for a moment. A small subset of investors are really cash panickers. During the early months of the pandemic, um, moving their entire portfolio to cash. Vanguard has done quite a bit of research on this and shows that 80%, 80% would have been better off by taking no action. Staying the course is not about not taking action. Staying the course is about revisiting your plan and reaffirming that it is still aligned with your goals and in your best interests and, and sticking to it. Not overreacting to market fluctuations, like we’ve seen.

Voice of Ryan Barrows:

That’s, frankly, a place where an advisor can help. That’s hard sometimes as an individual. In, ah, March of 2020, when the, the market had dropped 40%, it’s harder to stay the course, you know. And that’s a place where, I think, advisors can really play a role for individuals.