S2 E3: Bond ETFs and the Fed
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
Last year was a breakout for ETFs and for bond ETFs in particular. Cash flows into ETFs targeting domestic fixed income reached a record $184 billion, topping the $140 billion in inflows into ETFs focused on domestic equities.* In the third and final episode of the season, Vanguard ETF Product Manager Johnny Garcia drills into how the Federal Reserve integrated the purchase of bond ETFs into its COVID-inspired quantitative easing program, and explains why the Fed’s move was a “pretty big deal.” *All ETF flows data referred to in this podcast season are based on Fact Set data, as of December 31 ..read more
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S2 E1: ETF trends in 2021: Record inflows and bond ETF popularity
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
Last year was a breakout for ETFs and for bond ETFs in particular. Cash flows into ETFs targeting domestic fixed income reached a record $184 billion, topping the $140 billion in inflows into ETFs focused on domestic equities. .* So what is going on? In this episode, Vanguard ETF Product Manager Johnny Garcia drills into data showing accelerating adoption of ETFs, and explores why more and more advisors and investors are turning to ETFs for building portfolios, because of their low cost, transparency, and tradability. (11 minutes) Looking ahead, part two of this three-part Vanguard Advisor’s A ..read more
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S2 E2: The year of the bond ETF
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
Last year was a breakout for ETFs and for bond ETFs in particular. Cash flows into ETFs targeting domestic fixed income reached a record $184 billion, topping the $140 billion in inflows into ETFs focused on domestic equities. .* It was the second straight year that more new money went into domestic fixed income than U.S. equity ETFs. In this episode, Vanguard ETF Product Manager Johnny Garcia uncovers reasons why advisors and investors are embracing the advantages of bond ETFs for building portfolios, including low cost, transparency, and tradability. He also drills into how “urban legends” a ..read more
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BONUS: A breakout year for ETFs in 2020
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
Investors appear to be adopting ETFs at an accelerating rate, as flows into U.S.-listed ETFs clearly suggest. Find out the reasons behind the rising tide in “ETF Land” in this bonus episode of the Vanguard Advisor’s Alpha Podcast. Vanguard ETF Product Manager Johnny Garcia drills into how and why ETF flows are strengthening—both for the entire industry and for Vanguard in this 13-minute episode. Among other things, you’ll learn about the rapid growth of bond ETFs in particular. Interested in learning more? Explore Vanguard ETFs Connect with us: Visit our website LinkedIn - Vanguard Financial ..read more
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S1 E5: Learn to overcome client investing biases
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
Biases like loss aversion and recency bias can skew your clients’ investing decisions, particularly in volatile markets. Learn how to help your clients overcome their biases in the latest episode of the new Vanguard Advisor’s Alpha® Podcast, the final installment of a five-part series on behavioral coaching. In this 16-minute episode, Senior Advice Strategist Mike DiJoseph explains some of the common investing biases that can affect both clients and their advisors. You’ll also hear ways to help clients avoid being swayed by those biases, and how speak to clients about them with empathy. Intere ..read more
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S1 E4: Coach retirement-age clients through volatility
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
Retirement-age clients may need special attention in down markets. You can learn how to tailor your communication and financial planning to fit recent retirees in this episode of the new Vanguard Advisor’s Alpha® Podcast, part four of a five-part series on behavioral coaching. In this 17-minute podcast, Senior Advice Strategist Mike DiJoseph details how to address the concerns of pre-retirees and retirees with empathy. Mike also provides retirement planning tips based on Vanguard research that you can use to help improve the financial position of retirement-age clients. . Be on the lookout for ..read more
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S1 E3: Effectively coach clients through market declines
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
Market disruptions are becoming the new normal. How can you help clients through market volatility and keep them focused on their goals? Learn more in this episode of the new Vanguard Advisor’s Alpha Podcast, part three of a five-part series on behavioral coaching. In this 15-minute episode, Senior Advice Strategist Mike DiJoseph explains how you can frame conversations to help calm clients in this highly uncertain environment. Mike also details how you can look for opportunities to use downturns to improve the position of client portfolios, and prepare clients for the next decline. Be on the ..read more
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S1 E2: Two frameworks help simplify behavioral coaching
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
Behavioral coaching can help you highlight your value to your clients, especially in volatile times like the coronavirus pandemic. But what’s the best way to deliver that coaching? Learn more in this episode of the new Vanguard Advisor’s Alpha® Podcast, part two of a five-part series on behavioral coaching. Senior Advice Strategist Mike DiJoseph explains two simple behavioral coaching frameworks developed by Vanguard’s Advisor’s Alpha in this 17-minute podcast. Mike describes the value each three-step framework can add to your practice, and how you can use them to respond more effectively to c ..read more
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S1 E1: Use behavioral coaching to build trust with clients
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
The global pandemic has shaken markets and changed the way we interact. What’s the best way to reach out to clients in this new environment? Is it possible to build trust with them when you can’t meet face-to-face? Get answers in this first episode of the new Vanguard Advisor’s Alpha Podcast, part one of a five-part series on behavioral coaching. Vanguard Senior Advice Strategist Mike DiJoseph explains how delivering the right kind of behavioral coaching can help prove your value to your clients in this 14-minute episode. You’ll learn how the switch to mostly digital interaction may even creat ..read more
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Trailer: Welcome to the Vanguard Advisor's Alpha Podcast
Vanguard Advisor's Alpha Podcast
by Vanguard Financial Advisor Services
2y ago
This new in-depth podcast series will provide investment professionals with actionable insights into markets, the economy, and investing—all with an ongoing focus on portfolio construction, behavioral coaching, and wealth management ..read more
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