Jeff DeMaso

596 posts

IVA Research

Capital Gains Sneak Peek: 2026

Vanguard’s active funds are on pace for their biggest payouts in more than two decades. Here’s who’s paying, how much, and what to do about it.

| 12 min read
Weekly Brief

WEEKLY BRIEF | Flagship Is Back

PRIMECAP’s ETF is here | Flagship is back | Cash Plus tiers are here | A growthier Target Retirement | Defense stocks lose the war

| 5 min read
Quick Take

IVA QUICK TAKE | PRIMECAP's First ETF Is Here

A 40-year mutual fund stalwart makes its ETF debut with a distinct, smaller-stock portfolio

| 4 min read
IVA Research

Lunch Time in the Board Room: 2026

Do Vanguard’s Board of Trustees eat their own cooking—investing alongside the shareholders they represent?

| 16 min read
Weekly Brief

Gold’s Quiet Bear Market

Gold’s 20%+ slide | Bonds hold better | Emerging Markets Bond Active ETF delayed (again)

| 3 min read
IVA Research

More Munis, Same Winners

FUNDS FOCUS — TAX-FREE BOND FUNDS | Vanguard’s muni bond fund lineup keeps growing. Here are my ratings on every fund, and the few you actually need.

| 20 min read