Jeff DeMaso

465 posts

Quick Take

IVA QUICK TAKE | Too Good to Be True

Vanguard’s first active ETFs won’t carry the rock-bottom fees first advertised. A filing error, not a strategy shift—and a reminder that Vanguard’s tech still needs work.

| 1 min read
Quick Take

IVA QUICK TAKE | Vanguard’s First Human-Run ETFs Are (Nearly) Here

The fund giant’s new ETFs come with standout pricing—but cost alone doesn’t make them must-own investments.

| 4 min read
Weekly Brief

WEEKLY BRIEF | Don’t Mistake Noise for Trouble

Minor pullbacks, noisy labor data | Vanguard’s latest marketing pushes—Cash Plus Account and Fully Paid Lending

| 7 min read
IVA Research

Vanguard’s Official Capital Gain Estimates: 2025

What you need to know to navigate 2025’s year-end cap gain distributions.

| 16 min read
Weekly Brief

Quiet Gains in a Noisy Market

Bonds quietly rally | Muni cash yields zig while the Fed zags | Corrections? Nothing new | Tracking jobs during the shutdown

| 6 min read
IVA Research

How (and When) to Get Off the Sidelines

MAILBAG | Should you invest your lump sum today or average in over time? History versus human nature. What’s right?

| 7 min read