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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Are You a Trading Wizard?
Keep politics (and geopolitics) out of your portfolio | Elm Wealth’s crystal ball trading challenge
Vanguard Shuffles the Deck … Again
When I reviewed MidCap Growth (VMGRX) at the start of the month, I said that “Vanguard continues to shuffle the managers at MidCap Growth in search of a winning hand.” Well, I had no idea that Vanguard was about to take a card out of the deck so quickly. Today
Di-Worse-ified Equity
Is anything as painful as a bad mutual fund that compounds its mediocrity by paying out large capital gains distributions? Vanguard released its final estimates for the capital gains it expects its funds to pay this month, and one of the biggest is coming from one of Vanguard’s worst
Get It While It’s Hot, Or Not
Public Service Announcement: PRIMECAP Odyssey Aggressive Growth has reopened.
Recession Fears Replace Inflation Worries
Inflation check-in | Signs of a recession | Capital Gain season | Vanguard service woes
How Clear Is Vanguard’s Crystal Ball?
Vanguard’s annual economic and market outlook has just been published and will no doubt garner some interest in part because it runs to almost 60 pages—long enough to suggest that it must be right. But quantity doesn’t always equal quality or accuracy! So, if you’re going
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?
The First Shall Be Last
2024 OUTLOOK: A turning point within the market, not for the market.
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?
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.