The Independent Vanguard Adviser

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Seasoned insights on Vanguard funds that most investors don’t know—and Vanguard won’t tell you.

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The only independent newsletter written for Vanguard investors, by Vanguard investors.

The Independent Vanguard Adviser is the go-to resource for the serious Vanguard investor who doesn't want to make moves every minute, but wants every move to count.

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Weekly Brief
LATEST INSIGHT -

The S&P 500 Is Leading Today, But Will It Lead Tomorrow?

Market milestones | The S&P doesn’t always win | Welcome, Salim | Awais Khan turns up at abdrn | Distribution timing

4 min read

More Insights

IVA Research

Upping the Limit: 2024

2024's contribution limits for retirement accounts.

| 9 min read
Quick Take

Bitcoin Loophole Closed

Vanguard has blocked purchases of ALL bitcoin-related ETFs.

| 1 min read
Quick Take

How to Buy Bitcoin at Vanguard

Vanguard blocked the spot bitcoin ETFs but not all the bitcoin ETFs.

| 1 min read
Weekly Brief

A Stable Economy Means a Quiet Fed

S&P 500 index’s winning streak comes to an end | Soft landing achieved | Vanguard’s lingering tech issues | Cash Plus Account is available to everyone | A bitcoin ETF?

| 8 min read
IVA Research

My 2023 Scorecard

Grading my 2023 Outlook.

| 6 min read

Featured

Vanguard: ”Don’t call us, we’ll …”

Vanguard has threatened to terminate accounts of investors they feel call too often. Is this any way to run an investment company?

| 7 min read

The First Shall Be Last

2024 OUTLOOK: A turning point within the market, not for the market.

| 18 min read

The Value of Ownership?

Vanguard loudly trumpets that it is owned by shareholders of its mutual funds and ETFs. But what rights do we owners actually have?

| 5 min read

Disclaimer

Vanguard and The Vanguard Group are service marks of The Vanguard Group, Inc. We are not affiliated in any way with The Vanguard Group and receive no compensation from The Vanguard Group, Inc.

Hi, I’m Jeff DeMaso.

Welcome to the Independent Vanguard Adviser.

I’ve been a Vanguard investor for over a decade, co-editing the leading newsletter on Vanguard funds and ETFs. I’m a big Vanguard fan, but they are not perfect (nobody is). I’ll tell you the good and the bad when it comes to Vanguard.

Over two decades while working at a multi-billion-dollar investment firm, I held titles of intern to CIO (and everything in between). I’ve seen investors make avoidable mistakes time and time again. I aim to share the investment insights and advice I want my family and friends to have so that you can make meaningful investments for yours.

When investing, I believe in simplicity, diversification and spending time in the market. A simple promise: My family and I will invest in the same funds I recommend to you!

When I’m not poring over Vanguard’s most recent prospectus, you can find me chasing my toddler around the playground or trying to avoid an injury while reliving the glory days on the soccer pitch.