Vanguard

Advisor Upside

The Risk of Taking on Too Much Risk

No matter the allocation clients choose, being consistent is almost always more important.

4 min read

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ETF Upside

Vanguard Just Cut Fees, Again

It’s like maintaining a buzz cut, going to the barber and having millimeters shaved off the top.

2 min read
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Advisor Upside

Investors Trade in Stocks for Bonds After Big Gains in 2025

Planners and investors are sticking to portfolio targets and rebalancing after years of strong stock market gains, according to Vanguard research.

2 min read
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ETF Upside

Vanguard Splits Into Two Investment Teams

Vanguard established separate teams, with one overseeing most of the active stock funds and another bond funds and broad index funds.

2 min read

Advisor Upside

Think Equity Investing Can’t Be Risk Free? Think Again

It’s not impossible to get much of the upside of stocks without the downside. (Of course, there’s a caveat.)

4 min read

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ETF Upside

Dual Share Classes Are 2025’s Single Biggest ETF Development

Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

2 min read
From left: Bloomberg Senior Research Analyst James Seyffart, Head of Vanguard Global Quantitative Equity Group John Ameriks. Photo by Griffin Kelly / The Daily Upside.

Advisor Upside

Vanguard Warms Up to Crypto, Sort Of

The firm isn’t fully convinced of crypto’s place in portfolios, with one executive likening it to a ‘digital Labubu.’

2 min read
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ETF Upside

Vanguard Raises White Flag Over Crypto ETFs

The company on Tuesday reversed its ban on Bitcoin and other crypto ETFs, giving access to many of its 50 million clients.

2 min read

ETF

4 Biggest ESG ETFs Posting Double-Digit Returns

Image Credit: Getty Images, TebNad

Despite White House policy changes, some ESG exchange-traded funds are generating outsized returns, and analysts have an optimistic outlook.

3 min read

Advisor Upside

What the Government Shutdown Means for Clients

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What’s one little government closure on top of tariffs, geopolitical conflicts, and AI disruptions.

2 min read

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