Dan offers his outlook and favorite funds for 2012 on Bloomberg's Taking Stock with Pimm Fox. More...
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...
Will Vanguard run out of ammo to keep its money funds above water? Dan doesn't think so. More...
Dan thinks the Fed's rebalancing of its bond portfolio could lead to higher yields for money market funds. More...
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...
Adviser Investments, Dan Wiener's money management firm, has acquired Kobren Insight Management (KIM) from E*Trade Financial. More...
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...
Investors must decide whether to invest their money in stocks or bonds in 2011. Dan warns against a likely mistake. More...
Some funds, such as Vanguard U.S. Growth, never recovered from the burst dot-com bubble. Dan comments. (Note: Article is in German.) More...
Fund companies' fight over the ETF market means lower expense ratios and fees for investors. More...
Jim Lowell and Dan Wiener of Adviser Investments talk about their favorite funds for 2011. More...
Dan discusses his predictions for 2011 with Bloomberg Television's Pimm Fox. More...
The company banks on low fund fees, superior ETF tracking to sustain momentum. More...
Brennan, Riepe built businesses on no-load investing, but sit on broker-dealer's board and hold stakes in the company. More...
Dan Wiener skewers Vanguard's handling of U.S. Growth Fund. More...
One of the big questions mutual fund shareholders can face is how long to put up with a struggling manager. More...
The Vanguard Group is now the largest mutual fund company in the nation. More...
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...
With the economic outlook uncertain, any setback could send investors running. If stocks plummet, should you buy? Dan's research says yes. More...
Many workers/investors thought target-date funds were 'safe' but were shellshocked during the market's decline. More...
Plans to force 'target date' mutual funds to disclose their investment strategies don't do enough to tell investors the risks involved. More...
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 lets brokerage customers trade its own exchange-traded funds for free and slashed commissions on stocks and non-Vanguard ETFs. More...
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...
Many of the best funds have closed their doors. Here are four ways to get past the doormen. More...
Health care stocks are ready to shine. Here's where it's sunny now. Dan comments. More...
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 worst mutual funds are killing all types of investors. Here are three you need to avoid. More...
Should you care if your fund manager is in the fund with you? Dan thinks so. More...
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...
Managed-payout funds designed to give retirees a steady stream of income landed with a thud. Dan comments. More...
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...
Dan's interviews Edward P. Owens, of Wellington Management Co. who manages Vanguard's Health Care fund. More...
Your mutual fund company gives to charity. That's nice. But are they giving enough to you? Dan comments. More...
Vanguard has its best cash flow ever, year to date - and sees a fairly balanced split between fixed-income and equity investment. More...
Socially responsible investing probably doesn't work for investors or for the causes they support. Dan comments. More...
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 today filed a registration statement with the Securities and Exchange Commission to offer seven new bond index exchange-traded funds. More...
Dan Wiener of Adviser Investments has seven funds for the long haul, and they're actively managed. More...
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...
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...
Is Vanguard really going to buy the iShares family of ETFs from Barclays? Dan doesn't think it's likely. More...
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...
Dan Wiener discusses cost-cutting practices and disclosure at mutual fund companies with other members of the Forbes Intelligent Investing Panel. More...
Dan Wiener discusses the impact of social media on investment choices with other members of the Forbes Intelligent Investing Panel. More...
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...
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...
Dan Wiener discusses the proposed reintstatement of the uptick rule with other members of the Forbes Intelligent Investing Panel. More...
| 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% |
