Portfolio management

How can you give yourself the best chance to succeed? There are some actions you can take, and some things you can just keep an eye on.

It's easier than you think

If you've ever watched a movie showing traders on Wall Street, you might have gotten the idea that investing involves a lot of chaos and activity.

Happily, it doesn't have to be that way. In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.

Not only will this result in less stress for you, it can also give you greater rewards.

It's easier than you think

If you've ever watched a movie showing traders on Wall Street, you might have gotten the idea that investing involves a lot of chaos and activity.

Happily, it doesn't have to be that way. In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.

Not only will this result in less stress for you, it can also give you greater rewards.

Partner with an advisor to help reach your goals

An advisor can help you create a custom-tailored plan to manage your portfolio and then put it into practice. If you have questions about staying on track, rebalancing, getting through market turbulence, or minimizing your tax bill, Vanguard Personal Advisor Services could be right for you.

See how a Vanguard advisor can help you earn more
or call 800-523-9447 to speak with an investment professional.

Partner with an advisor to help reach your goals

An advisor can help you create a custom-tailored plan to manage your portfolio and then put it into practice. If you have questions about staying on track, rebalancing, getting through market turbulence, or minimizing your tax bill, Vanguard Personal Advisor Services could be right for you.

See how a Vanguard advisor can help you earn more
or call 800-523-9447 to speak with an investment professional.

Markets up, markets down: 
What does it all mean?

Now that you're an investor, hourly business reports on the radio, stock prices at the bottom of your TV screen, and market predictions from self-proclaimed investing gurus will likely take on new significance.

But if you don't understand what's being discussed, the information can quickly become overwhelming and possibly encourage you to do things that aren't necessarily in your best interest.

It's wise to understand the ways stock markets and bond markets function so you can confidently decide what information is worth your time and attention—and what's just distracting noise.

Learn more about the financial markets

For advanced investors

Saving for retirement or college?

See guidance that can help you make a plan, solidify your strategy, and choose your investments.

Already know what you want?

From mutual funds and ETFs to stocks and bonds, find all the investments you're looking for, all in one place.

Vanguard Personal Advisor Services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited purpose trust company. 

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio.  

Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset based service levels and fee breakpoints.  

VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses.