Colleen M. Jaconetti is an investment analyst in the Vanguard Investment Strategy Group.
Areas of Expertise: retirement income, portfolio construction, tax-efficient investing
Twitter Feed: @Vanguard_Group
Topics Presented in Speeches: retirement income (including withdrawal order, spending strategies and total return versus income), portfolio construction, tax-efficient investing, best practices for portfolio rebalancing, asset location
Colleen M. Jaconetti is an investment analyst in Vanguard Investment Strategy Group. Jaconetti has worked extensively with a broad range of clients to create investment strategies and establish best practices for investment success. Previously, Jaconetti spent three years in Vanguard’s Personal Financial Planning and Advice Services departments. Her responsibilities included creating and reviewing financial plans for Vanguard shareholders and developing advice products and services. She has more than 15 years of experience in the investment management industry. She contributed to Jack Brennan’s “Straight Talk on Investing: What You Need to Know” (John Wiley & Sons, 2002).
Jaconetti holds the CPA and CFP designations. She earned her MBA from Lehigh University.
Articles by this Author
Portfolio Strategies »
A strategy that combines regular monitoring with rebalancing at certain thresholds provides a harmony between allocation goals and cost minimization.
May 2011 | Journal