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Investing strategies

Unlock investing basics

These are educational videos for wealth management clients to self-provision educational content to supplement their Family Legacy conversations.
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Investing strategies
How to invest
Education
Video
Asset mix
Diversifying
Investing costs
Vanguard values

Investing might seem complex, but taking a little time to learn about it can really pay off. It's one of the best ways to meet your financial goals.

Explore Vanguard's Principles for Investment Success (Goals, Balance, Cost and Discipline) through the video series below. This video series was developed with the investor in mind and presented in a way that is relatable to novice investors of all ages.


Utilize the Investing Principles Workbook as you watch the videos to reflect on your own goals and investing approach to meet them.

Investing Principles Workbook (PDF)

Introduction

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Video length: 2 minutes 44 seconds

Goals

Lady in red
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Video length: 4 minutes 11 seconds

Balance

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Video length: 12 minutes 44 seconds

Balance pt. 2

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Video length: 8 minutes 17 seconds

Cost

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Video length: 7 minutes 33 seconds

Discipline

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Video length: 9 minutes 28 seconds

Review our four timeless principles for investing success

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Want to learn a bit more?

Reach out to your dedicated Vanguard Representative to join a complimentary group education session on other wealth management and investment topics.