Vanguard’s Biggest Moves in 2023 with The Independent Vanguard Adviser’s Jeff DeMaso

This week, Rusty Vanneman and Robyn Murray talk with Jeff DeMaso, editor and founder of The Independent Vanguard Adviser. With the year coming to a close, this episode takes a closer look at the market’s historic year, offers a preview on the year to come, covers bond predictions, global investing and much more. Jeff also shares his unique insights on Vanguard, including: what are some unique challenges Vanguard faces, what do they do best, where do they fall short and what were some of the biggest events for Vanguard in 2023? Learn more at orion.com.

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.