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Most Recent Articles
Hotline
April 16, 2015

Many Strong Markets

A few earnings reports and some economic data, both here and abroad, have made for what I'd consider a fairly calm week in the markets. Sure, there've been ups and downs, but it's mainly been ups, with the Russell 2000 index of small stocks hitting yet another record high on Wednesday and the European STOXX 600 index hitting a high on Monday, driven by a 22% gain in Germany's market. The NASDAQ Composite, solidly over 5000 now, is within reach of finally breaking through the high it hit more than 15 years ago on Mar. 10, 2000, and other domestic indexes are close to records as well. Read More »

Issue
April 1, 2015

Six of One, Half Dozen of Another?

It's been a terrific six-year bull run. So are we at the tail end of a raging bull market that's about to be gored? Or does our slow-growth-not-no-growth economy drive prices even higher? I wouldn't be surprised if you're feeling pushed and pulled by the myriad commentaries about market peaks that permeate the media. Many commentators already have a view, bullish or bearish, and then pick the data point that supports their stance. Whatever the crystal-ball gazers and market-timers tell us, I'll continue to partner with the best managers at Vanguard—and I'll continue to help you do the same.

With the dollar as strong as it is now, this is as opportune a moment as any to take a few dollars off the table and use them to buy better valued stocks denominated in weaker, non-dollar currencies. In this month's issue, I'll share details of several trades I recommended in the March 19 Hotline to boost our allocations to overseas shares. I'll also highlight the benefits of opening (and funding) an IRAs for a teenager or young adult—let the power of compounding work for them early and they'll have a big leg up for their future. Also in the issue, Vanguard's newest actively managed stock fund is gaining attention and inflows. I'll break down the fund's strategy for you and show you what I think investors in the fund should expect going forward. 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 »

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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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