Goals-Based Investing - Vanguard Study

VanguardRetSpendingCoverRecently, Vanguard published a report entitled "From Assets To Income: A Goals-Based Approach To Retirement Spending."  In the introduction of this important analysis, the author states that the complexity of developing an implementing a spending strategy "underscores the need for, and the value of, skillful guidance." That's where we come in.

We consider Vanguard to be an important investment partner for our clients and encourage you to read their report to learn about their take on retirement spending and how best to manage it.  Click here to access to the report.

We enjoy working with Vanguard investors and Vanguard funds and ETF's, and welcome the opportunity to offer a no obligation consultation to see if we can add value to your financial goals and investment strategy.  Please call us at (855) 786-9584, option 1 or email us at admin@ptmwealth.com to schedule a meeting.

Authors Colleen M. Jaconetti, CPA, CFP®; Michael A. DiJoseph, CFA; Zoe B. Odenwalder; and Francis M. Kinniry Jr., CFA.