May 24, 2018

Rising Rates Haven't Killed the Bull Market

I didn't realize you could put a war on 'hold,' but that what's going on in the multi-billion-dollar U.S.-China trade war spat. While the numbers that are currently being bandied about–from $150 billion to $200 billion–sound big, the optics are even bigger. Plus, remember the ban on selling electronic parts to China's ZTE because the company was selling goods to rogue nations like North Korea? Well, not only aren't they going to be held accountable for skirting trade sanctions, but now the Trump Administration is looking to help put them back in business—all in the name of negotiating a better trade deal with the Chinese. Read More »

May 2018 PDF

The 3% Solution?

So far, 2018 isn’t looking like a particularly profitable year for either stock or bond investors. But that doesn’t mean giving up hope. The economy is sound, earnings are growing and liquidity remains high. If the markets are taking a pause, perhaps it’s a pause that refreshes, and improves valuations to boot. We recommend sticking with your long-term investment plan and not getting bent out of shape by the 10-year Treasury at 3% or the flattening yield curve, no matter what the financial media is saying. Read More »

March 12, 2018

Solving the Index Fund Gun Issue Is Easy

Guns have rightly become a front-and-center issue for investors–particularly investors in broad U.S. index funds like Total Stock Market Index (VTSMX). I’ve heard from subscribers, as well as clients and family members, who’d like nothing more to do with the gun and ammo stocks in their portfolios. The issue is, as I said, particularly acute for indexers. Read More »

Most Recent Forum Threads
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Re: Favorite Shortcap funds

Twolves (05-25-2018) wrote: I do have a small allocation of Vanguard Small Cap Index and Value Admirals shares for diversification, including POAGX and POGRX. Indeed, small caps have done well. Wish I had more... Read More »


Re: Trend Tracking Indexes - Updates

butwait (05-25-2018) wrote: Domestic TTI International TTI Friday 05/18/2018 ... Read More »


Looking For New Investment? Owning Rental Home...

butwait (05-25-2018) wrote: Looking For New Investment? Owning Rental Home Almost as Lucrative as Stock Market By: Russ Wiles, The Republic | Published 6:30 a.m. ET May 24, 2018 Millions of Americans who own rental homes count on the income they receive from rent but may not know how they stack up as investments. A... Read More »

Guidebook Cover 2018
Order your copy of the 2018 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 April YTD
Growth -0.4% 0.0%
Conservative Growth -0.3% -0.2%
Income -0.2% -0.7%
Growth Index -0.3% -0.3%
The average
Vanguard investor
0.1% -0.6%
Past Performance »