Welcome

Welcome to The Independent Vanguard Adviser.

We’re thrilled to have you aboard. Whether you joined for our independent take on all things Vanguard, 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 simple: to help you become the best-informed, most confident investor you can be. We want you to make decisions with clarity and conviction—so you can reach your financial goals and sleep well along the way.

As a Premium Member, here’s what you can expect:

• Weekly Brief: Delivered most Wednesdays, these updates cut through the noise to highlight what matters from Malvern, PA (a.k.a. Vanguard) to Wall Street.
• Quick Take: When big news breaks, we'll send timely commentary with our take on what it means for you and your money.
• IVA Research: Each week (typically on Tuesday), we post a deep dive into topics that matter most to Vanguard investors—everything from fund analysis to big picture thinking and strategy.
• Portfolios and Trade Alerts: You'll get full access to our Model Portfolios and Trade Alerts (though, as long-term investors, we don’t trade often).
• Performance Review: Updated monthly, it includes our buy, hold and sell recommendations for (nearly) every Vanguard fund and ETF.

To kick things off, below is your free Special Report: The Six Best Funds for 2026 & Beyond. As you'll see, these top picks also appear in our Portfolios—and for good reason. The report explains why I recommend (and personally invest in) each one.

If you’re reading this on a tablet or mobile phone, you may find the web version easier to view—click here.

Start Exploring

To help you get your bearings here are a few member favorites:

My deep dive into Dividend Growth offers a taste of our research depth and approach.

My exclusive portfolio manager interviews (here) give you a direct line to the people managing your money.  

Oh. I'm not just another Vanguard cheerleader.

• I'm willing to call out Vanguard when its service falls short of what we (as owners) deserve.
• I shine a light on Vanguard's profit-sharing plan, the Partnership Plan.
• I've done the grunt work, so you know whether the portfolio manager of your mutual fund (or ETF) is invested alongside you ... or not.

Wondering which IVA Portfolio fits your needs? Start with this guide.

And if you'd like to see how I personally invest, you can read that here. I want to be transparent, not impenetrable.

Most weeks, you’ll find new IVA Research and Weekly Briefs in your inbox and on our site. If you enjoy what we do—and know someone who could use a clear, independent voice on investing—please don’t keep us a secret.

Thank you for supporting our mission to deliver independent, unvarnished investment insight.

Please note: while your Premium Membership begins with a free 30-day trial, we're unable to issue refunds.

We’re honored—and excited—to have you with us.

Onward!