Jeff DeMaso

497 posts

IVA Research

Narrowing The Field: Decoding Vanguard’s Indexed Growth & Income Funds

FUNDS FOCUS — GROWTH AND INCOME INDEX FUNDS | Vanguard offers no shortage of index funds designed for generating both growth and income. I’ll give you my top picks as well as the ones you can safely ignore.

| 24 min read
Weekly Brief

WEEKLY BRIEF | A Greenland-Sized Shock

Traders react to rising U.S-Europe tensions | One volatile day, familiar lessons

| 3 min read
IVA Research

Upping the Limit: 2026

Updating the 2026 contribution limits for retirement accounts.

| 13 min read
Weekly Brief

Vanguard Splits, Shifts and Stumbles

Proposals in perspective | Rotenberg’s expanding role | Vanguard splits its stock indexing team | Cash Plus yield gets a teaser yield | A year-end email misfire

| 7 min read
IVA Research

Vanguard’s Market Call Comes With an Asterisk

MAILBAG | Vanguard’s latest outlook flips the classic portfolio on its head—but history, humility, and diversification still matter.

| 8 min read
Quick Take

Vanguard’s Big Split Is Official

Two investment units, two indexing teams—and a higher bar to keep costs and execution tight.

| 2 min read