Press
Taking Stock with Pimm Fox
Bloomberg TV 12/28/11
Dan offers his outlook and favorite funds for 2012 on Bloomberg's Taking Stock with Pimm Fox. More...
The Ugly Math of a Bear's Bite
The Wall Street Journal 11/07/11
Vanguard's September article about recoveries after a bear market had just one problem: It wasn't quite accurate. The Wall Street Journal takes a closer look after Dan pointed this out in the October issue of his Independent Adviser for Vanguard Investors. More...
What's Vanguard to Do About Money Funds?
Mutual Fund Wire 10/27/11
Will Vanguard run out of ammo to keep its money funds above water? Dan doesn't think so. More...
Money funds look for yield boost from Fed action
Reuters 09/21/11
Dan thinks the Fed's rebalancing of its bond portfolio could lead to higher yields for money market funds. More...
Newsletter Vets Vet the Fund Giants
Barrons 04/12/11
The two biggest U.S. mutual-fund companies, Fidelity and Vanguard, each have about $1.7 trillion of assets, when categories like exchange-traded and money-market funds are included. For some perspective on these two industry giants, Barron's spoke recently with Daniel Wiener and James Lowell III. More...
E*Trade sells investment advisory to Fidelity/Vanguard specialist
Fortune 03/18/11
Adviser Investments, Dan Wiener's money management firm, has acquired Kobren Insight Management (KIM) from E*Trade Financial. More...
In closing two funds, Vanguard shows why new isn't always improved
The Seattle Times 03/12/11
The failure of Vanguard's Structured Large-Cap funds has some important lesson for investors. Dan offers some advice on what to do when fund companies launch new products like these. More...
Mutual fund review: Weighing stocks vs. bonds in 2011
Los Angeles Times 01/10/11
Investors must decide whether to invest their money in stocks or bonds in 2011. Dan warns against a likely mistake. More...
Am Boden zerstörte Investmentfonds
Die Welt 01/07/11
Some funds, such as Vanguard U.S. Growth, never recovered from the burst dot-com bubble. Dan comments. (Note: Article is in German.) More...
ETF investors win as fund firms fight to cut fees
MarketWatch 01/05/11
Fund companies' fight over the ETF market means lower expense ratios and fees for investors. More...
Funds to Fine Tune Your Portfolio
CNBC 12/30/10
Jim Lowell and Dan Wiener of Adviser Investments talk about their favorite funds for 2011. More...
Interview with Dan Wiener About U.S. Stocks
Bloomberg 12/28/10
Dan discusses his predictions for 2011 with Bloomberg Television's Pimm Fox. More...
Vanguard fights to stay out in front
Investment News 12/13/10
The company banks on low fund fees, superior ETF tracking to sustain momentum. More...
Former Vanguard, T. Rowe execs stand to gain from LPL's going public
Investment News 11/11/10
Brennan, Riepe built businesses on no-load investing, but sit on broker-dealer's board and hold stakes in the company. More...
Vanguard slammed for 'delayed' firing of AllianceBernstein
Investment News 11/01/10
Dan Wiener skewers Vanguard's handling of U.S. Growth Fund. More...
Know when to dump a losing fund
MarketWatch 10/11/10
One of the big questions mutual fund shareholders can face is how long to put up with a struggling manager. More...
Vanguard is now largest mutual fund company
USA Today 10/05/10
The Vanguard Group is now the largest mutual fund company in the nation. More...
Vanguard Unveils a Line of S&P-Based ETFs
Barron's 09/13/10
The fund company bids to gain market share in a challenge to index-based ETFs from BlackRock's iShares and State Street's Global Advisors' SPDRS. More...
After a Plunge, Balanced Funds Can Lift You Up
The Street 09/03/10
With the economic outlook uncertain, any setback could send investors running. If stocks plummet, should you buy? Dan's research says yes. More...
Hey, SEC: Mandate more on funds' potential losses
Chicago Tribune 07/01/10
Many workers/investors thought target-date funds were 'safe' but were shellshocked during the market's decline. More...
Target-Date-Fund Risks Hard to Rate
The Wall Street Journal 06/25/10
Plans to force 'target date' mutual funds to disclose their investment strategies don't do enough to tell investors the risks involved. More...
Vanguard Joins Cuts of ETF-Trading Fees
The Wall Street Journal 05/05/10
The Vanguard Group is offering its brokerage clients commission-free trades on its 46 exchange-traded funds and lowering the commissions they pay to trade stocks and non-Vanguard ETFs. More...
Vanguard Enters Price War with Free ETF Trades
The San Francisco Chronicle 05/04/10
Vanguard lets brokerage customers trade its own exchange-traded funds for free and slashed commissions on stocks and non-Vanguard ETFs. More...
Five Toxic Funds To Avoid
Forbes 03/30/10
Most everyone with a 401(k) has a limited suite of funds to pick from. That doesn't mean that you should settle for inferior results. More...
Scaling Vanguard's Walls
Forbes 03/25/10
Many of the best funds have closed their doors. Here are four ways to get past the doormen. More...
Buying Health Care Now
Forbes 03/20/10
Health care stocks are ready to shine. Here's where it's sunny now. Dan comments. More...
Forbes Don't Knock The 529
Forbes 03/12/10
With tuition costs steadily rising and with more students competing for aid and scholarships, it's more important than ever to prepare for the expense of college. And a good tool out there to help is a 529 plan. More...
Vanguard's Three Worst Mutual Funds
Forbes 03/02/10
Vanguard's worst mutual funds are killing all types of investors. Here are three you need to avoid. More...
What Your Fund Manager Owns
Forbes 10/09/09
Should you care if your fund manager is in the fund with you? Dan thinks so. More...
You Didn't Lose That Much
Forbes 10/02/09
After reading, for the umpteenth millionth time about the 'millions in losses' suffered by investors Daniel Wiener of Adviser Investments has decided he's had enough. More...
Fund companies shift focus in managed-payout funds
Investment News 09/20/09
Managed-payout funds designed to give retirees a steady stream of income landed with a thud. Dan comments. More...
When Great Fund Managers Retire
Forbes 09/11/09
How much investing talent can be handed down from one manager to another and what goes when the star managers decide to pursue other interests? More...
You have to spend on something. Why not health care?
The Philadelphia Inquirer 09/04/09
Dan's interviews Edward P. Owens, of Wellington Management Co. who manages Vanguard's Health Care fund. More...
Forbes Mutual Funds: Charitable Families
Forbes 08/28/09
Your mutual fund company gives to charity. That's nice. But are they giving enough to you? Dan comments. More...
Vanguard Grows as Market Slows
The Philadelphia Inquirer 08/25/09
Vanguard has its best cash flow ever, year to date - and sees a fairly balanced split between fixed-income and equity investment. More...
Mutual Funds: Is SRI Worth The Hassle?
Forbes 08/21/09
Socially responsible investing probably doesn't work for investors or for the causes they support. Dan comments. More...
Vanguard vs Barclays, BlackRock, Pimco
The Philadelphia Inquirer 08/12/09
Vanguard offers seven new Scottsdale-brand bond-index funds. They include bonds based on indices of U.S. Treasury, government agency, corporate and (Fannie Mae-type) mortgage bonds. More...
Vanguard Registers for Seven Bond ETFs
Investment News 08/11/09
Vanguard today filed a registration statement with the Securities and Exchange Commission to offer seven new bond index exchange-traded funds. More...
The Well-Managed Portfolio
Forbes 07/31/09
Dan Wiener of Adviser Investments has seven funds for the long haul, and they're actively managed. More...
Vanguard Shrinks Its Treasury Fund Offerings
Kiplinger 06/11/09
When Vanguard merged Treasury Money Market into Admiral Treasury Money Market, it didn't say what that meant for small investors. Dan Wiener comments. More...
Rolling returns gather no moss, some fund managers contend
Investment News 06/07/09
Dan Wiener has long used rolling returns to assess long-term fund performance. After the latest bear market, fund managers are starting to talk about them, too. Dan weighs in on the debate. More...
PhillyDeals: No Vanguard deal?
Philadelphia Inquirer 06/02/09
Is Vanguard really going to buy the iShares family of ETFs from Barclays? Dan doesn't think it's likely. More...
Seven Bullish Timers
Market Watch 05/20/09
Of 200 newsletters The Independent Adviser for Vanguard Investors is one of seven publications to consistently provide better market timing advice in bear markets. More...
Mutual Funds: The Unkindest Cuts
Forbes 05/08/09
Dan Wiener discusses cost-cutting practices and disclosure at mutual fund companies with other members of the Forbes Intelligent Investing Panel. More...
Mutual Funds: All A-Twitter
Forbes 04/30/09
Dan Wiener discusses the impact of social media on investment choices with other members of the Forbes Intelligent Investing Panel. More...
Mutual Funds Should Keep Away From Geithner
Forbes 04/24/09
Dan Wiener joins the Forbes Intelligent Investing panel for a discussion regarding Timothy Geithner's Public Private Investment Partnerships and whether or not they'd consider investing in these securities. More...
Market Outlook
CNBC 04/22/09
Dan Wiener shares his thoughts on the current rally and the prospects for a sustained recovery with Charles Nenner, professor of Touro College, and Bob Pisani of CNBC. More...
Mutual Funds: No Uptick Rule!
Forbes 04/17/09
Dan Wiener discusses the proposed reintstatement of the uptick rule with other members of the Forbes Intelligent Investing Panel. More...
Past Performance
| Models | April | YTD |
| Growth | 1.9% | 13.7% |
| Conservative Growth | 2.0% | 12.6% |
| Income | 2.0% | 8.8% |
| Growth Index | 1.9% | 12.6% |
| The average Vanguard investor |
1.7% | 7.2% |
