The Independent Vanguard Adviser
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IVA QUICK TAKE | Vanguard Plans Another Active Bond ETF
Vanguard plans to launch another actively managed bond ETF—Short Duration Bond ETF.
Vanguard’s Active Managers Cry Uncle
Vanguard is throwing in the towel on two of its active strategies: Alternative Strategies (VASFX) and Managed Allocation (VPGDX). The firm hasn’t given up on active entirely, but this is a big admission that, as I’ve said many times, adding complexity doesn’t lead to better investment outcomes.
Adani, AI and Additional Information
Odds of a soft landing increase | ChatGPT | SAI mix up | Exposure to Adani
Praise For the Middle Ground
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth potential in an overlooked part of the market.
One Step Forward, Many More to Go
Fed rate hike | Sam Martinez steps down as portfolio manager | Vanguard opens Multi-Sector Income | Vanguard's pilot proxy voting program
Starting on the Right Foot
FEBRUARY 2023 | Stocks and bonds get off to a good start. Plus, an article roundup and the IVA Factor Tracker.
PRIMECAP at 40: Has This Outperformer Lost Its Edge?
Celebrating 40 years at PRIMECAP while asking if it’s still a buy.
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?
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.