The Independent Vanguard Adviser

Tested. Invested. Unbiased.

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

Count me in!

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.

Join over 10,000 Vanguard investors who aren’t just better informed; they’re invested.

Learn More
Featured in:
Quick Take
LATEST INSIGHT -

IVA QUICK TAKE | Vanguard Plans Another Active Bond ETF

Vanguard plans to launch another actively managed bond ETF—Short Duration Bond ETF.

2 min read
More Insights
Weekly Brief

Hitting the Inflation Bullseye

Is Microsoft a value stock? | Final inflation check-in | Does the NZAM alliance violate antitrust law? | Vanguard Charitable expands its lineup | Vanguard’s tech woes continue

| 8 min read
IVA Research

Keeping Your Balance

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s product stable is full of solid, simple, low-cost, diversified balanced funds—there’s a lot to like. But as my top pick demonstrates, with a little effort, simple can be improved.

| 24 min read
IVA Research

A Better 50-50 Portfolio

How to balance your portfolio using Wellington and Wellesley Income.

| 2 min read
Weekly Brief

Securities Lending … Not For All

A factory construction boom | Securities lending for the wealthy

| 3 min read
IVA Research

One Size Doesn’t Fit All

FUNDS FOCUS – Life-Cycle | There’s a lot to like about Vanguard’s allocations, and I’ve always said that investing doesn’t need to be complicated, but investing isn’t one size fits all, either.

| 23 min read
Featured

PRIMECAP at 40: Has This Outperformer Lost Its Edge?

Celebrating 40 years at PRIMECAP while asking if it’s still a buy.

| 12 min read

One Income Fund to Rule Them All

My search for Vanguard’s best income fund.

| 18 min read

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
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.

Jeff DeMaso

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.