Jeff DeMaso

413 posts

Weekly Brief

WEEKLY BRIEF | New Highs, New ETFs, and a Familiar Glitch

Gains across the board in the six months | A junk bond ETF is coming | Three government bond ETFs launching soon | Frontier’s Bill Teichner retires | Vanguard assigns a co-manager to its corporate bond index funds | Message Center can’t message | Vanguard says it’s spending $3 billion on tech

| 6 min read
IVA Research

Balanced, Not Bland

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are solid, low-cost and straightforward—but they’re not all on the same level. Here’s how to separate the best from the rest.

| 22 min read
Monthly Recap

IVA MONTHLY RECAP | Stocks Erase Tariff Slump

JULY 2025 | Stocks recover from a near-bear market. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 11 min read
Quick Take

Vanguard’s Message Center: Now With No Messaging

You can view messages, but don’t try to send one. Vanguard’s Message Center isn’t fully operational.

| 1 min read
Weekly Brief

From Middle East Tensions to Vanguard’s Big Reorg

Don’t trade headlines | Vanguard to split stock index team | Portfolio Managers reassigned ahead of split | Reporting stale prices

| 6 min read
IVA Research

Simple is Smart—But Is It Enough?

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are a great place to begin your investment journey—I’ll help you use them better.

| 16 min read