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Vanguard Asks: How Much Return Do Your Clients Really Need?

Investors could be better off with lower return objectives and a less risky portfolio than the more typical higher return objective of most portfolios, a Vanguard research paper argues.

The paper by Vanguard researchers Donald Bennyhoff and Colleen Jaconetti, which Vanguard will post to its site Wednesday, points out the risk to advisors and clients of seeking even the historical average rate of return.

Titled “Required or Desired Returns: That is the Question,” the paper argues that advisors who impress this distinction upon their clients increase the probability of their clients’ investment success.

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