June 22, 2017

Where's Dividend-Gro?

The 'sell in May' crowd must be wishing they'd never heard of that market myth, because stocks have continued to set records this month. The Dow Industrials are up almost 2% this month, and the S&P 500 is up 1%. Small-caps have rebounded with a better than 2% gain this month. Foreign markets have been mixed with a slight negative cast to returns, overall, but nothing to be concerned about. And healthcare stocks have been particularly strong in June, despite the wrangling over healthcare that is taking place in D.C. Read More »

June 2017 PDF

Days in the Life

It was fifty years ago this week that the Beatles released the transformative album Sgt. Pepper's Lonely Hearts Club Band. While every song on the album is a classic, one, 'When I'm Sixty-Four,' resonates because in 1967 a 64-year-old was, well, old. But today, a 64-year-old woman can be expected to live to 85, and a man to 82—figures that have risen dramatically over the half-century since John, Paul, George and Ringo posed as both bandmates and funereal mourners on the album's cover. Given a modicum of good luck, we're all going to live longer and healthier lives than anyone ever expected 50 years ago. Are you and your portfolio ready? Read More »

April 4, 2017

Lost Decade Watch

At the start of the year, I told you that 2017’s catchphrase would be the “lost decade,” only this time it would be foreign stocks we’d be talking about. Even though non-U.S. stocks were quick out of the gate during the first quarter, the lost decade is still in play. Read More »

Most Recent Forum Threads
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tyche (06-24-2017) wrote: Thanks for the info ButWait. You have once again provided complete info. Read More »


Re: Invest, Exceed Goal, Then Stop Taking Risk

jsarnow (06-23-2017) wrote: I use Short Term Investment Grade- Admiral....and have been adding to it for the past several months. Even with the upturn in the market this year, I am about 58% in stocks compared to about 62% earlier this year. John Read More »


Re: The Everything Bubble

mf102 (06-23-2017) wrote: probably go up till APRIL 01... Then CHICKEN LITTLE and Adrian Weiss will come out and dance a Jig and start throwing Fools Gold at everyone.; yelling "I told you so".. nero Read More »

Guidebook 2017 cover
Order your copy of the 2017 Independent Guide to the Vanguard Funds today

"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 »

Vanguard Funds Correlation
What's This?
Model Portfolio Performance
Models May YTD
Growth 1.6% 9.9%
Conservative Growth 1.7% 9.4%
Income 1.9% 8.8%
Growth Index 1.0% 8.2%
The average
Vanguard investor
1.1% 6.8%
Past Performance »