Jeff DeMaso

575 posts

Weekly Brief

WEEKLY BRIEF | Cash Plus Isn't a Beta Anymore. It's a Business.

September starts red | Portfolios beat the average investor | Cash Plus splits into tiers

| 5 min read
Monthly Recap

IVA MONTHLY RECAP | Headlines vs. History

SEPTEMBER 2026 | A scary September stat and a "bond market rout" both crumbled under scrutiny. 500 Index's 50th birthday is a good reminder of why staying the course wins. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles from the past month.

| 14 min read
Weekly Brief

Bogle’s Folly at 50

The index fund turns 50 | Why compounding wasn't easy money| Vanguard finally offers a transfer lock | Vanguard acquires Altruist

| 6 min read
IVA Research

Cash vs. Bonds: The Free Lunch That Isn't

History says bonds win. Here's why I'm holding more cash anyway.

| 9 min read
Weekly Brief

The Cost of Flinching

What one missed month costs | A bond market milestone, not a meltdown | Changing seats at Vanguard's muni desk

| 5 min read
IVA Research

Nine Ways to Hold Cash at Vanguard

Money market funds, bank sweeps and a Treasury ETF: How Vanguard's cash options stack up.

| 13 min read