Jeff DeMaso

563 posts

Quick Take

IVA QUICK TAKE | WVB Funds Are Here At Last … Sort Of

A year after the big announcement, Wellington, Vanguard and Blackstone's public-private funds are finally live—for a very small slice of investors.

| 2 min read
Weekly Brief

WEEKLY BRIEF | When Momentum Reverses

Momentum stocks—and PRIMECAP—cool off in July | Vanguard goes back to school

| 3 min read
IVA Research

How Much Could a Trump Account Be Worth?

The new retirement savings accounts for kids launched July 4—here's what the numbers reveal about how to actually use one.

| 16 min read
Weekly Brief

Inflation's New Normal

Why 3% inflation may be here to stay | A framework for bonds vs. cash | 529 series wraps up

| 3 min read
IVA Research

College Isn't Retirement

Investing toward a fixed deadline is a different challenge than investing through an open-ended retirement. Here’s how to invest when the clock—and the tuition bill—are already ticking.

| 9 min read
Weekly Brief

Shakeup at Dividend Growth

Semiconductors pull back sharply | Dividend Growth’s surprise manager departure | SpaceX's index weight isn't what you think | Trump Accounts are here

| 5 min read