Jeff DeMaso

528 posts

Weekly Brief

WEEKLY BRIEF | From Selloff to Snapback

Buying sharp declines | Foreign growth and value ETFs launching soon | Treasury Money Market’s March distribution flub | A Vanguard debit card? | More PRIMECAP ETF news

| 5 min read
IVA Research

Taxes and the IVA Portfolios: Worth the Cost?

MAILBAG | What taxes really cost—and how to make the IVA Portfolios more tax-friendly.

| 11 min read
Weekly Brief

Headlines Roar, Markets Shrug

Ceasefire with Iran | Cash Plus “boost” extended | PRIMECAP files for its first ETF

| 3 min read
IVA Research

Taxing Returns: 2026

Measuring the bite taxes take out of Vanguard fund returns.

| 19 min read
Quick Take

A PRIMECAP-Run ETF Is on the Way

A longtime mutual fund standout takes its first step into ETFs—on its own terms.

| 2 min read
Weekly Brief

After a Rough Month, What Comes Next?

Should you buy after a big monthly drop? | Target Maturity Corporate Bond ETFs launch

| 3 min read