Taking Stock with Pimm Fox

Bloomberg TV | December 28, 2011

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 | November 7, 2011

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 | October 27, 2011

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 | September 21, 2011

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 | April 12, 2011

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 | March 18, 2011

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 | March 12, 2011

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 | January 10, 2011

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 | January 7, 2011

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 | January 5, 2011

Fund companies' fight over the ETF market means lower expense ratios and fees for investors. More...

Funds to Fine Tune Your Portfolio

CNBC | December 30, 2010

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 | December 28, 2010

Dan discusses his predictions for 2011 with Bloomberg Television's Pimm Fox. More...

Vanguard fights to stay out in front

Investment News | December 13, 2010

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 | November 11, 2010

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 | November 1, 2010

Dan Wiener skewers Vanguard's handling of U.S. Growth Fund. More...

Know when to dump a losing fund

MarketWatch | October 11, 2010

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 | October 5, 2010

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 | September 13, 2010

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 | September 3, 2010

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 | July 1, 2010

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 | June 25, 2010

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 | May 5, 2010

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 | May 4, 2010

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 | March 30, 2010

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 | March 25, 2010

Many of the best funds have closed their doors. Here are four ways to get past the doormen. More...

Buying Health Care Now

Forbes | March 20, 2010

Health care stocks are ready to shine. Here's where it's sunny now. Dan comments. More...

Forbes Don't Knock The 529

Forbes | March 12, 2010

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 | March 2, 2010

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 | October 9, 2009

Should you care if your fund manager is in the fund with you? Dan thinks so. More...

You Didn't Lose That Much

Forbes | October 2, 2009

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 | September 20, 2009

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 | September 11, 2009

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 | September 4, 2009

Dan's interviews Edward P. Owens, of Wellington Management Co. who manages Vanguard's Health Care fund. More...

Forbes Mutual Funds: Charitable Families

Forbes | August 28, 2009

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 | August 25, 2009

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 | August 21, 2009

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 | August 12, 2009

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 | August 11, 2009

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 | July 31, 2009

Dan Wiener of Adviser Investments has seven funds for the long haul, and they're actively managed. More...

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"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 March YTD
Growth 0.0% 2.9%
Conservative Growth 0.0% 3.0%
Income 0.4% 3.1%
Growth Index 0.1% 2.2%
The average
Vanguard investor
0.4% 2.0%
Past Performance »