Markets & Economy

 

Could your spouse manage your portfolio?

October 07, 2013
 
 

How to start the conversation with your spouse or partner

If you haven't already, it may be time to discuss your long-term investment goals and objectives with your spouse or partner, including who will manage the portfolio in the future. Al Weikel of Vanguard Flagship Select Services™ suggests ways to begin that conversation.

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Notes:

  • All investing is subject to risk, including the possible loss of the money you invest.
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  • Vanguard Asset Management Services are provided by Vanguard National Trust Company, which is a federally chartered, limited-purpose trust company operated under the supervision of the Office of the Comptroller of the Currency.
  • This webcast is for educational purposes only. We suggest you consult a financial or tax advisor about your individual situation.

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