Your guide to financial wellness

Calm, balance, focus, and inspiration are important parts of a healthy financial life. Our resources can help you grow in all these areas.
9 minute read
November 10, 2021
Financial wellness

Bring out your best financial self

Whether we’re talking about our bodies, our minds, or our portfolios, good health and wellness are always worth striving for. Financial wellness plays an important role in setting you up for a secure future. We think strong financial choices start with 4 key qualities: calm, balance, focus, and inspiration.

Our collection of world-class resources can help you build a healthy investing mindset. 





What do successful investors do that makes them so successful? Behavioral scientist Annie Wilson explains how calm, balance, focus, and inspiration can lead the way to solid financial plans.

Financial wellness: How you can achieve it  >


With so many competing financial priorities, it can be hard to decide what should be first on your to-do list. We can help you get started and get the most out of your portfolio over time.

Find your focus

Focus and determination: your investing superpowers
The sooner you start your investing journey, the more time your money will have to compound. Staying focused on your long-term goal is key.
Where should my next dollar go?
With so many competing financial goals, it can be hard to decide where to put your next dollar. This short video can help you prioritize.
Increase your financial IQ
Learn basic financial terms and concepts to help build your wealth.
Getting started with investing
If you’re a first-time investor, get started by learning about goals, account types, and asset classes from this short video.
Top 3 things investors wish they knew
The earlier you start investing the better. Find out what other tips investors wish they’d known sooner.
Investing: What’s age got to do with it?
Observing investing behavior helps us learn more about what investors need to succeed. Here’s a snapshot of our research.
Avoiding the “procrastination penalty”
Consider the benefits of contributing early to your IRA, and understand why waiting may not be in your best interest.
Roth, traditional, or both?
Explore your IRA options and determine whether you are eligible to contribute.


Finding the right balance between risk and reward is one of your most important tasks as an investor—and “right” looks different for everyone. These resources can help you decide on an ideal portfolio mix for your unique goals and timeline.

Find your balance

It's all about balance
Your investing strategy: Index vs. active funds
This video explains the differences between two common investing strategies: indexing and active management.
3 rebalancing tips to fine-tune your portfolio
Remember that asset mix you chose? It’s time to rebalance your portfolio so you don’t drift off course from your investment goals.

New to investing with us?


A steady, disciplined long-term outlook is one of the keys to successful investing—no matter what the markets are doing. We’ve got perspectives that can help you stay calm, cool, and confident about your investing plans, even during volatility..

Find your calm

One secret to successful investing? Keep calm
Sticking to your long-term plan is an important part of investing, even during anxious moments.
4 powerful ways to build investing confidence
Gain confidence by exploring ways to control your investing risk without sacrificing your goals.
5 investing principles that are built to last
Markets are unpredictable and investment fads come and go. Here’s some sound investing advice to help you achieve long-term financial success.
The top 10 investing terms people Google the most
Have you ever turned to Google for an investing definition? We put together a list of 10 commonly searched investing terms and their definitions for your quick and easy reference.
Diversification: The key to managing risk
This video explains diversification as a strategy for managing investing risk, and describes the way Vanguard assigns risk levels to funds


At the heart of it, investing is about our hopes and dreams for the future. Learn how financial wellness fits into the bigger picture of your life, goals, and values as you decide on your path forward.

Find your inspiration

Invest today to save for the future
Whether you’re saving up for a new house or even an early retirement, having a plan in place can make a huge difference. No matter what inspires you to invest, we can help you achieve those investment goals.
4 important steps toward a healthier financial life
Goals, budgeting, and discipline can help keep you moving toward financial freedom.
3 reasons we think mutual funds are sweet
A brief outline on why mutual funds may be worth your consideration.
5 common investing myths
You don’t need a degree in finance to be confident and successful. Here, we’ll break down 5 common investing myths.
Top 3 things investors wish they knew
The earlier you start investing the better. Find out what other tips investors wish they’d known sooner.

Did you know that technology can choose and manage your portfolio?