Jeff DeMaso

557 posts

IVA Research

529 Plans: What's in the Toolbox

From individual funds to a Target Enrollment series, here's what Vanguard puts in your hands—and what to make of it.

| 14 min read
Quick Take

IVA QUICK TAKE | A Bond Shake-Up Buried in the Fine Print

Three portfolio managers are out across six Vanguard bond funds—but this is less dramatic than it sounds.

| 1 min read
Weekly Brief

A Brief Brief

New addition to the family | Mid-year Portfolio returns | A month's worth of Vanguard news, recapped

| 2 min read
Monthly Recap

Leadership Changes Hands

JULY 2026 | The market's winners are no longer last year's winners, and Vanguard's own bench—from sub-advisers to the boardroom—is shifting, too. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 15 min read
IVA Research

529 Plans: Older and Wiser

From Roth rollovers to new qualified expenses, here’s what investors need to know before using a 529 plan.

| 9 min read
IVA Research

Not All Growth Is Created Equal

FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | In a market where growth has dominated for two decades, picking the right growth fund today is more important than ever. My take on every option in Vanguard's lineup.

| 16 min read