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Most Recent Articles
Hotline
March 26, 2015

Soft Patch

The Dow Industrials slid into negative territory for the year on Wednesday, largely on the heels of somewhat weak economic reports and concerns that a strong dollar will hurt earnings. Before turning to those economic reports, keep in mind that though the Dow may be down on the year, it is only 3% or so from the high it hit in early March—nothing to panic about. Read More »

News
March 6, 2015

Vanguard 2014 Supplemental Distributions

Vanguard released estimates of the supplemental distributions it will be paying in March for funds that didn't fully distribute capital gains, or income during 2014. There were few surprises in the list and most of the distributions are fractional when compared to funds' Thursday NAVs. Read More »

Issue
March 2, 2015

Greece Is the Word

Investors around the globe were seemingly on tenterhooks in late February, waiting to see how the battle between the EU and Greece would pan out. In the end, Greece reached a deal to kick the can down the road, and markets roared ahead, with the Dow, the S&P 500 and myriad other equity indexes hitting record highs in February. But while U.S. stocks have outperformed foreign markets in four of the past five calendar years, Research Director Jeff DeMaso and I wouldn't advise putting all of your nest egg in the domestic basket, for reasons we explain in this month's issue.

Instead, stick with the managers we've invested with through thick and thin via the funds in our Model Portfolios. If you're new to the newsletter or just need a refresher, we've got the rationale for each pick in this month's Funds Focus, plus an exclusive interview with Charles Plowden of Baillie Gifford, who shares his thoughts on the foreign vs. domestic question as well. Sadly, you can only get a diluted piece of their expertise, thanks to the multimanagement structure of Global Equity, International Growth and U.S. Growth. Of course, Vanguard always tries to claim multimanagement is a good thing, but as I'll show you in the newsletter, their latest attempt to do so initially fudged the numbers—something Jeff and I strive never to do in our monthly reports of just how our Model Portfolios have done, good or bad. We think you'll find the long-term track record overwhelmingly good. Read More »

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"America's leading expert on investing in Vanguard funds"

Daniel P. Wiener is editor of The Independent Adviser for Vanguard Investors, a monthly newsletter that keeps abreast of recent developments at Vanguard, and the annual FFSA Independent Guide to the Vanguard Funds. Through his newsletter and guide book, Dan helps tens of thousands of Vanguard investors choose wisely among more than 100 Vanguard mutual funds. The Adviser is a five-time winner of the Newsletter Publishers Foundation's Editorial Excellence Award. View More »

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Model Portfolio Performance
Models May YTD
Growth 2.0% 16.0%
Conservative Growth 1.6% 14.4%
Income 0.2% 9.1%
Growth Index 1.6% 14.4%
The average
Vanguard investor
0.1% 7.2%
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