Navigating retirement in a low-yield world
Vanguard is inviting Vestory clients and newsletter subscribers to a special live panel discussion on how taking a total-return approach with your investments can help you achieve their financial goals.
Today's low-rate environment has many investors searching for higher yield, often taking on higher risk in the process. Instead of implementing an income-only investment strategy, total-return investing may be a better approach.
You can wean your clients from the income-only mind-set and put them in a better position to meet their retirement needs with less risk and potentially better tax efficiency.
On September 10, join Vanguard financial planning expert Chuck Riley and investment expert Catherine Gordon as they analyze the total-return investing approach, including how it may:
Increase portfolio longevity.
Maintain portfolio diversification and risk exposure.
Boost portfolio tax efficiency.
Date: Wednesday, September 10, 2014
Time: 7 p.m., Eastern time
You'll have a chance to submit questions for our panelists when you register and during the live event. They'll address as many questions as possible.
After you register, Vanguard will e-mail you a confirmation with a link to attend the event.