Jeff DeMaso

526 posts

Weekly Brief

WEEKLY BRIEF | Headlines Roar, Markets Shrug

Ceasefire with Iran | Cash Plus “boost” extended | PRIMECAP files for its first ETF

| 3 min read
IVA Research

Taxing Returns: 2026

Measuring the bite taxes take out of Vanguard fund returns.

| 19 min read
Quick Take

IVA QUICK TAKE | A PRIMECAP-Run ETF Is on the Way

A longtime mutual fund standout takes its first step into ETFs—on its own terms.

| 2 min read
Weekly Brief

After a Rough Month, What Comes Next?

Should you buy after a big monthly drop? | Target Maturity Corporate Bond ETFs launch

| 3 min read
Monthly Recap

IVA MONTHLY RECAP | Keep Your Head

April 2026 | Markets stumbled in March, but discipline—not daring, or panic—is what separates successful investors from the crowd. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 14 min read
IVA Research

Gifting a Roth IRA: 2026

Jumpstart a young person’s retirement by opening (or adding to) a Roth IRA.

| 7 min read