Jeff DeMaso
477 posts
Three Great Years—Now Keep Expectations in Check
Final distribution update | A terrific three-year run | No checkwriting in IRAs | A Clunkier QCD process
The AI Footprint in Your Vanguard Portfolio
MAILBAG | A comprehensive look at Vanguard funds tied to the AI narrative, as well as those that aren’t—and how the IVA Portfolios stack up.
Core-Plus Bond Index ETF: A Small Twist on a Big Classic
Vanguard’s newest bond ETF adds junk bonds to the mix, boosting long-term returns—at the cost of deeper drawdowns.
Bonds Get a Boost, Retirement Gets an Annuity—Vanguard’s Busy Week
No crash after all | Vanguard readies Core-Plus Bond Index ETF | New Lifetime Income Trusts add an annuity option | Distribution season looms| Vanguard backtracks on bitcoin | RMD reminder
Any Interest in Cash Plus?
A detailed analysis of features, trade-offs, and the 0.60% yield gap investors shouldn’t ignore.
Vanguard Blinks on Bitcoin
The fund giant has ended its crypto ban—but that doesn’t mean bitcoin deserves a place in your portfolio.