The Independent Vanguard Adviser
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WEEKLY BRIEF | Tech Pops, PRIMECAP Drops, Vanguard Gets Sued
Tech stocks held their ground | Morningstar downgrades PRIMECAP | Just Invest’s founders sue Vanguard | Cost basis update
What’s In a Pivot?
DECEMBER 2022 | Has the Fed pivoted? How about the stock market? Can Vanguard pivot and provide better service? Plus, an article roundup and the IVA Factor Tracker.
Ham-Handed Technology Woes
Supply chains on the mend | Vanguard at the bottom of J.D. Power survey | Vanguard sued over Target Retirement funds | U.S. Liquidity Factor ETF is liquidated
Yield Curve Flashes Yellow
One of Wall Street’s go-to recession warning signs—the yield curve—is flashing yellow right now. The media is all over it and the headlines sure sound scary. Since I too include the yield curve on my “recession dashboard,” let’s take a closer look at what it is,
Down, Not Out
"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been a
PRIMECAP at 40: Has This Outperformer Lost Its Edge?
Celebrating 40 years at PRIMECAP while asking if it’s still a buy.
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?
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.