Vanguard’s Investment Advisory Research Center examines what persistent U.S. equity highs mean for advisors and clients.
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In Q3 2025, U.S. equities hit record highs on one in every three trading days, far surpassing historical averages; balanced portfolios returned 7% YTD.
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Contrary to fears, investing at all-time highs hasn’t hurt long-term returns—five- and ten-year gains often match or exceed non-peak periods.
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The real story is improved investor discipline: advisors focusing on goals-based planning and behavioral coaching helped clients avoid emotional decisions.
Can advisors turn record-breaking markets into opportunities for stronger client relationships? Explore the full analysis for actionable insights.
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