This mutual fund newsletter promo email came from Dan Wieners email address, and Dan Wiener signed this email twice.Īfter I read Dan Wieners email, I went back and reread the Do Vanguard’s Managed Funds Beat Its Index Funds? mutual fund investment research study by Abel Rodriguez and Edward Tower. His promo email was quite hefty, and it took some time to read and analyze. He said that these are secrets that Vanguard will never reveal. In his email promoting his finance newsletter, Dan Wiener says that he knows the secrets to unlocking hidden riches from Vanguard investment funds. Maybe Dan Wiener had some secret sauce to help my clients beat the market using The Vanguard Groups mutual funds and ETFs. The more I read of it, the more intrigued I became.

Later, some of my financial planning clients forwarded a recent email newsletter promotional piece from Dan Wiener. When I first read the Rodriguez and Tower Do Vanguard’s Managed Funds Beat Its Index Funds? mutual fund investment research study that was summarized in Part 1, I did not pay very much attention to the few bits about Dan Wieners Growth Portfolio. question whether Vanguard has an incentive to deceive its customers.ĭan Wieners promotional email for his The Independent Adviser for Vanguard Investors mutual fund newsletter.ask whether Vanguards index funds are really for suckers, as Dan Wiener suggests, and.discuss how performance benchmark selection can affect superior performance claims,.

try to reconcile these performance claims with the research paper about Vanguards passive index funds and Vanguards actively managed mutual funds that was summarized in Part 1,.

attempt to understand certain rather exceptional investment performance claims for this investment letter,.

discuss an email promoting a mutual fund newsletter that some of my clients forwarded to me,.

In this second part of this two part article, we:

Vanguard investment newsletters