Dan Wiener (RSS)
Dan Wiener is editor of The Independent Adviser for Vanguard Investors, a monthly newsletter that has provided in-depth reporting on and guidance for investing in the Vanguard fund family since 1991 and is a five-time winner of the Newsletter Publishers Foundation’s editorial excellence award. Dan also edits the newsletter’s annual companion publication, the Independent Guide to the Vanguard Funds, which features individual profiles with detailed statistics, analysis and recommendations for each of Vanguard’s mutual funds, ETFs and annuities.
Dan’s insights and analysis on the Vanguard fund family often appear in leading financial publications such as the Wall Street Journal , Barron's and Forbes. He has also appeared on CNBC, PBS and Bloomberg television.
Dan is also chairman and CEO of Adviser Investments, a money management firm which he co-founded in 1994 in response to numerous requests for his personal supervision over client accounts. In 2013, Barron's ranked Adviser Investments, which now has over $2 billion in assets under management, among the top 25 independent financial advisers in the U.S.
Prior to starting The Independent Adviser for Vanguard Investors, Dan Wiener reported on personal finance for U.S. News & World Report and Fortune magazine. He received a B.S. from Tufts University.
The Independent Adviser for Vanguard Investors is a monthly newsletter offering investors the unvarnished truth about Vanguard funds. By targeting a “chosen few” of Vanguard’s best funds, Dan Wiener and Jeff DeMaso’s model portfolios routinely beat the S&P 500.
Focus: Mutual Funds & ETFs
Investor Profile: Any
Frequency: Ratings published monthly
Service Features: click here
Dan Wiener and Jeff DeMaso's Independent Vanguard Fund Analyzer makes it quick and easy to spot which Vanguard funds are ideal for your investing goals. Log on anytime to give your Vanguard portfolio a “check up,” assessing risk, returns, management, turnover and more — in seconds.
Focus: Mutual Funds & ETFs
Investor Profile: Any
Frequency: 24/7 online access
Service Features: click here
