Jeff DeMaso

579 posts

IVA Research

Sorting Through the Long End

FUNDS FOCUS – CORE TAXABLE BOND FUNDS – PART 2 | My picks for Vanguard's intermediate- and long-term bond funds—and why the long end still isn't worth the risk.

| 16 min read
Weekly Brief

WEEKLY BRIEF | Uncomfortable, Then Undeniable

A quarter century of staying invested | Short-Term Federal gets renamed | Vanguard’s new website comes to some, not all

| 3 min read
IVA Research

Sorting Through the Short End

FUNDS FOCUS – CORE TAXABLE BOND FUNDS – PART 1 | My picks for parking cash and short-maturity money across Vanguard's crowded lineup.

| 15 min read
IVA Research

A Bad Trade, Even If Nothing Goes Wrong

Junk bonds are paying close to the smallest yield premium over Treasurys in three decades. Here's why I'm passing—and what I own instead.

| 13 min read
Weekly Brief

Cash Plus Isn't a Beta Anymore. It's a Business.

September starts red | Portfolios beat the average investor | Cash Plus splits into tiers

| 5 min read
Monthly Recap

IVA MONTHLY RECAP | Headlines vs. History

SEPTEMBER 2026 | A scary September stat and a "bond market rout" both crumbled under scrutiny. 500 Index's 50th birthday is a good reminder of why staying the course wins. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles from the past month.

| 14 min read