The Independent Vanguard Adviser

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IVA Research
LATEST INSIGHT -

Lunch Time in the Board Room: 2024

Are Vanguard’s directors invested alongside the shareholders they represent?

15 min read

More Insights

Weekly Brief

SAM I AM (OR NOT)

Sahm Rule nears recession territory | Tight spreads | Ramji’s Welcome message | Ascensus reminder

| 8 min read
IVA Research

Giving Today and Tomorrow

Vanguard’s Charitable Endowment Program allows you to take a tax benefit today while giving over time.

| 26 min read
Weekly Brief

The S&P 500 Is Leading Today, But Will It Lead Tomorrow?

Market milestones | The S&P doesn’t always win | Welcome, Salim | Awais Khan turns up at abdrn | Distribution timing

| 4 min read
IVA Research

Vanguard’s Profit-Sharing Stalls Out

Vanguard’s profit-sharing plan, the Partnership Plan, gives its C-suiters multi-million-dollar paydays with little transparency.

| 5 min read
Monthly Recap

Half Right, Half Wrong

JULY 2024 | Halfway through the year, I’m still waiting for a stock market turning point. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.

| 11 min read

Featured

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?

| 7 min read

The First Shall Be Last

2024 OUTLOOK: A turning point within the market, not for the market.

| 18 min read

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?

| 5 min read

Disclaimer

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.