Jeff DeMaso

237 posts

Weekly Brief

Putting Pullbacks into Perspective

The S&P 500 index was 5% below its prior high | An update on Vanguard selling its small-biz retirement business to Ascensus | Money Life podcast

| 6 min read
IVA Research

ETFs: More Complicated Than Expected

Take your ETF knowledge to the next level by understanding their pricing and tax mechanics.

| 6 min read
IVA Research

ETFs: Understanding the Basics

ETFs 101 — The basics of exchange-traded funds (ETFs).

| 11 min read
In The News

Money Life with Chuck Jaffe: Investing with Conviction

PODCAST — My appearance on Money Life with Chuck Jaffe.

| 1 min read
Weekly Brief

Flipping the Script

Growth stocks outperform as interest rates rise | Another Vanguard exec exits | Vanguard sells its Small-Biz retirement accounts | Closing my bitcoin trade

| 6 min read
IVA Research

Taxing Returns: 2024

Measuring the bite taxes take out of Vanguard fund returns.

| 22 min read