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In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market. 

Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing use of ETFs in model portfolios. He also explains Vanguard’s 13 investment strategies and highlights the role advisors can play in guiding client behavior during periods of market volatility.

Key takeaways:

• Why the 60/40 portfolio remains relevant as a long-term “all-weather” strategy
• How dynamic strategies adapt to capital market assumptions across more than 100 asset classes
• The growing role of ETFs, including passive and active approaches, in model portfolios
• Vanguard’s 13 strategies are designed to address diverse investor needs and objectives
• The importance of advisor behavioral coaching to help clients stay disciplined through volatility

Connect With David Bodamer:

• david.bodamer@informa.com 
• WealthManagement.com
• LinkedIn: David Bodamer
• LinkedIn: WealthManagement

Connect With Todd Schlanger

• Vanguard 
• LinkedIn: Todd Schlanger
• Bonds remain in favor in time-varying model portfolio
• Vanguard’s portfolio construction framework
• Time-varying asset allocation: Vanguard’s approach to dynamic portfolios

Resources:

• Listen to the Wealth Management Invest Podcast on WealthManagement.com
• Listen and Subscribe to the Wealth Management Invest on Apple Podcasts
• Listen and Subscribe to the Wealth Management Invest on Spotify