Jeff DeMaso

530 posts

IVA Research

Give Now, Invest First, Decide Later

Vanguard’s Charitable Endowment Program lets you take a tax break today while investing for future donations—but once your money is in, how you invest it will determine how much you actually have to give.

| 16 min read
Quick Take

IVA QUICK TAKE | Vanguard’s Newest ETFs Ask a Familiar Question: Growth or Value?

Two new ETFs make it easier to tilt your international portfolio—but history shows that picking the winning style is harder than it sounds.

| 2 min read
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