Jeff DeMaso
560 posts
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.
529 Plans: Older and Wiser
From Roth rollovers to new qualified expenses, here’s what investors need to know before using a 529 plan.
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.
The Wait Is Nearly Over: PRIMECAP's ETF Is Ready to Launch
The long wait for a PRIMECAP-run ETF is almost over. An updated prospectus sheds new light on the fund's fees, investment mandate and the managers who will be calling the shots.
Growth vs. Value: A Debate Without a Winner
The real-world data doesn't settle the growth-versus-value debate—and neither do the academics.
A Loss, Two Retirements and a Promotion
The indexing team loses a co-manager, two executives head for the exit and an insider gets a promotion.