Saving & Investing


Make wealth planning a part of your year-end portfolio review

December 04, 2013

Take the holistic view when arranging your wealth plan

IRAs, gifting, college savings: They're all key components of your wealth plan. Kevin Wick of Vanguard Asset Management Services™ explains why taking a holistic view of your assets gives you the flexibility to plan for an orderly wealth transition.

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Important information

  • All investing is subject to risk, including the possible loss of the money you invest.
  • 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 recommend that you consult a tax or financial advisor about your individual situation.

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