Daniel P Wiener

Chairman at @adviser_invest. Advocate for individual investors and independent expert on Vanguard mutual funds.

[Daniel P Wiener @DPWienerAdviser]

Terrible #CustomerServiceFail with @HiltonHotels despite points membership. What’s the #problem?

[Daniel P Wiener @DPWienerAdviser]

Yet, one can purchase #BITO on Vanguard's platform
https://t.co/9CnTFhMtmL via @WSJ

[Daniel P Wiener @DPWienerAdviser]

@TheStalwart

[Daniel P Wiener @DPWienerAdviser]

@EricBalchunas

[Daniel P Wiener @DPWienerAdviser]

@Vanguard_Group will not allow trading in #Bitcoin ETFs because they say they are "unregulated"?

[Daniel P Wiener @DPWienerAdviser]

Do the math. The fund was up 65.2% last year. But it was down 10.1% in 2021 and down 55.4% in 2022. That leaves its 3-year return at -12.8%. The #sp500 returned positive 10.0% annualized over the same period. #SAGAX turned $1,000 into $662.
https://t.co/fal9wKg7eo via @WSJ

[Daniel P Wiener @DPWienerAdviser]

but #investors use real money and have real investment objectives that can't me missed. Here's the chart you'll never see ...

[Daniel P Wiener @DPWienerAdviser]

Fans of #Bitcoin ignore the #drawdowns because the gains, when they come, are spectacular. But do you have the #fortitude ? As of last night the S&P is 0.5% below its all-time high while #Bitcoin is 37.6% below its high. #speculators are willing to take big risks and big losses

[Daniel P Wiener @DPWienerAdviser]

Adding Bitcoin Blows Away the Balanced Portfolio. Why This Advisor Still Isn’t Buying It. https://t.co/xRnXM0Ga6q via @BarronsOnline

[Daniel P Wiener @DPWienerAdviser]

Shades of the #PharrellWilliams #happy episode in 2014 @farnazfassihi https://t.co/jeqI7rIt3s

[Daniel P Wiener @DPWienerAdviser]

'Dan Wiener steps back from the $15B RIA he co-founded' https://t.co/P4Bro5OaRK via @investmentnews

[Daniel P Wiener @DPWienerAdviser]

Adviser Investments founder and chairman Dan Wiener retires https://t.co/aWfWc24A5D

[Daniel P Wiener @DPWienerAdviser]

Dividends matter! The #dowjones hit a record today! On a total return basis the Dow hit its first high of 2023, up 8.77% for the year. For all the bloviating about the #sp500 its 20.33% total return so far this year still hasn't brought the marker back to its former high.

[Daniel P Wiener @DPWienerAdviser]

@Spencerjakab #chum is a good way to describe that garbage.

[Daniel P Wiener @DPWienerAdviser]

The S&P gained more than 9% in July 2022. When the current month closes (the S&P has returned just 1.4% in July through Thursday's close) there's a good chance 1-year returns will drop dramatically.

[Daniel P Wiener @DPWienerAdviser]

It’s Been a Good Stretch for the Markets, but Not as Good as It Looks https://t.co/oi9HlQAztG

[Daniel P Wiener @DPWienerAdviser]

Now $15bn, Adviser Investments has 'plenty of capacity' for more M&A, CEO says https://t.co/SOIVhuymOP

[Daniel P Wiener @DPWienerAdviser]

https://t.co/GULpDefCnN

[Lara Mullen @LaraInNYC]

“My philosophy is that if you want to make a really good investment on gold, put it around the finger of someone you love”

- @DPWienerAdviser

[Courtney McQuade @CourtMcQuade]

If you run your own RIA there is nothing more important than making sure your team is able to max out their 401ks, says @DPWienerAdviser.

#CitywireRIA