Bogleheads® 2022 Conference - Joel Dickson and Paulo Costa from Vanguard

Financial wellness and personalization are key emphases for Vanguard today. Vanguard behavioral economist and investment strategist Paulo Costa and Joel Dickson, global head of advice methodology at the firm, share research in and a case study related to these areas. They also tackle audience questions about Vanguard, including customer service and the firm's Personal Advisor Services (PAS). Morningstar's Susan Dziubinski moderated this session, which was recorded at the Bogleheads conference in Oct. 2022.
Recorded on October 14, 2022.
Slides: boglecenter.ne...
The complete Bogleheads Conference proceedings can be found at boglecenter.ne...
A ten-part RUclips course on the Bogleheads investing principles can be found at boglecenter.ne.... Slides and transcripts are available.
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