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.
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Gifts for Growth Investors, Coal for the Rest
Growth stocks rally while value and small stocks slide | Lower cash yields ahead | IVA on Air | Distribution season reminder | Gift The IVA
Are You a Trading Wizard?
Keep politics (and geopolitics) out of your portfolio | Elm Wealth’s crystal ball trading challenge
Spending Your Way Through Retirement
Weighing the pros and cons of various retirement spending strategies.
Gains Can Lead to More Gains
OCTOBER 2024 | Strong past returns shouldn’t keep you from investing. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Stocks Rise, Yields Fall and Vanguard Pays
New highs | Yield update | Vanguard phone rep incentives | Automatic ETF purchasing | Vanguard preps for crisis, settles with Target Retirement investors and pays a fine in Australia | IVA website update
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 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.