Welcome

Welcome to The Independent Vanguard Adviser.

Whether you’re here for our independent take on all things Vanguard or for our practical investment advice (or both!), we’re honored you’ve turned to us to help guide you on your investment journey. It’s a responsibility we take seriously.

Our mission is to make you the best-informed and best-educated investor you can be. We want you to have the confidence to make investment decisions to help you and your family achieve your financial goals.

As a Premium Member, you’ll receive our Weekly Brief most Wednesday afternoons. The Weekly Brief discusses the latest news out of Malvern, PA (a.k.a. Vanguard) and the investment market generally.

If breaking news deserves our commentary, we’ll send a Quick Take with our thoughts and reactions.

We intend to post at least one IVA Research article weekly (typically on Tuesday). These articles will explore topics we may have mentioned in our Weekly Briefs or Quick Takes, focusing on the issues we think will make you a better Vanguard investor.

On top of that, you’ll get access to our Portfolios and Trade Alerts (though, as long-term investors, we don’t trade often) as well as the Performance Review with our buy, hold and sell recommendations for every Vanguard fund and ETF.

Below is the free Special Report: The Seven Best Funds for 2025 & Beyond. As you might expect, my top picks for the year(s) ahead also populate my Portfolios. This Special Report explains why I recommend (and invest in) these funds.

If you’re accessing this on a tablet or mobile phone, the web version of the report may be easier to read—click here.

To further help you along, here are some of the recent IVA Research articles that other subscribers have found particularly useful:

I took a shot at identifying Vanguard’s best income fund, but then I explained why you should focus on total return, not income.

You can find my exclusive portfolio manager interviews here.  

Oh. I'm not just another Vanguard cheerleader. No one is perfect, and I'm willing to call out Vanguard when its service falls short of what we (as owners) deserve.

Finally, if you're curious, I told Premium Members exactly how I manage my cash and invest my own money. I want to be transparent, not impenetrable.

Those are just a few recent highlights. And, of course, a new article will arrive in your email inbox (and be posted to our website) each week.

If you like what we say and know a family member, friend, neighbor, or colleague who could benefit from some straight talk on the financial markets (and Vanguard), please don’t keep us a secret.

Thank you for supporting our mission to provide independent investment information. Please note that while we are happy to offer you a free 30-day trial, we cannot give any refunds.

We said we were honored to have you here, and we are. But we’re also thrilled you have decided to take this journey with us.

Onward!