Jeff DeMaso

258 posts

Weekly Brief

How Long Will the New King Reign?

NVIDIA takes the crown | PRIMECAP and PRIMECAP Core reopen | Putting outflows in context | IRA clarification

| 5 min read
Quick Take

Vanguard Delivers a Partial PRIMECAP Reopening

Vanguard reopens PRIMECAP and PRIMECAP Core.

| 1 min read
IVA Research

Keep Politics Out of Your Portfolio

Letting politics drive your investments is a loser’s game, no matter your party affiliation. Don’t let election-year noise affect a well-considering investment strategy.

| 5 min read
IVA Research

I’m Moving My Small-Biz Retirement Account Out of Vanguard—Here’s Why

With Vanguard selling its small-business retirement accounts to Ascensus, I’ve been searching for a new platform. Here’s why I’m taking my retirement account to E*TRADE.

| 16 min read
Weekly Brief

Can David Catch Goliath?

Market highs | Large stocks outpacing small stocks | Inflation check-in | Vanguard redesigns My Watch List tool

| 5 min read
IVA Research

Vanguard: ”Don’t call us, we’ll …”

Vanguard has threatened to terminate accounts of investors they feel call too often. Is this any way to run an investment company?

| 7 min read