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Colleen Jaconetti

author Image Colleen M. Jaconetti is an senior investment analyst in the Vanguard Investment Strategy Group.

Articles by this Author

Areas of Expertise: retirement income, portfolio construction, tax-efficient investing

Website: www.vanguard.com

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

Email: online@vanguard.com

Colleen Jaconetti is a senior investment analyst in Vanguard Investment Strategy Group. She is part of the team responsible for establishing and overseeing the investment philosophy, methodology, and portfolio construction strategies used to support Vanguard’s advisory services, products, and strategies. Jaconetti’s areas of expertise include portfolio construction and financial planning, with specialization in retirement planning topics, retirement income solutions and wealth management strategies.

Prior to her current role, Jaconetti spent three years in Vanguard Personal Financial Planning and Vanguard Advice Services, creating and reviewing financial plans for Vanguard clients and developing advice products and services. Jaconetti has more than 15 years of experience in the financial services industry. She holds the CPA and CFP designations and earned a B.A. and an MBA from Lehigh University.

Articles by this Author

  1. Financial Planning »

    A More Dynamic Approach to Retirement Spending

    Establishing a “ceiling and floor” for portfolio withdrawal rates keeps spending relatively consistent, while remaining responsive to market conditions.

    April 2014 | Journal

  2. Portfolio Strategies »

    Best Practices for Portfolio Rebalancing

    A strategy that combines regular monitoring with rebalancing at certain thresholds provides a harmony between allocation goals and cost minimization.

    May 2011 | Journal