Jeff DeMaso
461 posts
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
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?
IVA MONTHLY RECAP | Investing Through the Fog
NOVEMBER 2025 | The Fed eases, data disappears and investors keep moving forward. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of analysis and articles from the past month.
Record Highs, Real Risks
Review your portfolio at record highs | Beware of leveraged ETFs
You Can’t Outrun Taxes—But You Can Manage Them
ETFs and index funds don’t erase your tax bill; they just let you decide when to pay it. Here’s how distributions and timing shape what you actually take home.
Easy Markets, Hard Lessons
Trade alert reminder | Resilient markets, but investing isn’t easy | Active ETFs delayed | 500 Index added to Investor Choice | Beware of outlandish return promises