Welcome
Welcome to The Independent Vanguard Adviser.
Whether you’re here for our independent take on all things Vanguard or for 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 to make you the best-informed and best-educated investor you can be. We want you to have the confidence to make investment decisions to help you and your family achieve your financial goals.
As a Premium Member, you’ll receive our Weekly Brief most Wednesday afternoons. The Weekly Brief discusses the latest news out of Malvern, PA (a.k.a. Vanguard) and the investment market generally.
If breaking news deserves our commentary, we’ll send out a Quick Take with our thoughts and reactions.
We intend to post at least one IVA Research article a week (typically on Tuesday). These articles go deeper into topics we may have mentioned in our Weekly Briefs or Quick Takes, focusing on the issues we think will make you a better Vanguard investor.
On top of that, you’ll get access to our Portfolios and Trade Alerts (though, as long-term investors, we don’t trade often) as well as the Performance Review with our buy, hold and sell recommendations for every Vanguard fund and ETF.
To help get you started, here are some of the recent IVA Research articles that other subscribers have found particularly useful:
Ready to get started but unsure which Portfolio is right for you? In What Kind of Investor Are You? I described how you can go about finding your risk comfort zone.
And if you're curious, I told Premium Members exactly how I manage my cash and invest my own money. I want to be transparent, not impenetrable.
I explained why you should keep politics out of your portfolio and analyzed the impact of the Federal Reserve cutting interest rates on our portfolios—see here and here.
I've also shared exclusive interviews with the portfolio managers of Dividend Growth, International Core Stock and International Growth.
Oh. I'm not just another Vanguard cheerleader. No one is perfect, and I'm willing to call out Vanguard when its service falls short of what we (as owners) deserve.
Those are just a few recent highlights. And, of course, a new article will arrive in your email inbox (and be posted to our website) each week.
If you like what we say and know a family member, friend, neighbor, or colleague who could benefit from some straight talk on the financial markets (and Vanguard), please don’t keep us a secret.
Thank you for supporting our mission to provide independent investment information. Please note that while we are happy to offer you a free 30-day trial, we cannot give any refunds.
We said we were honored to have you here, and we are. But we’re also thrilled you have decided to take this journey with us.
Onward!