Jeff DeMaso

439 posts

Weekly Brief

Are You a Trading Wizard?

Keep politics (and geopolitics) out of your portfolio | Elm Wealth’s crystal ball trading challenge

| 3 min read
IVA Research

Spending Your Way Through Retirement

Weighing the pros and cons of various retirement spending strategies.

| 22 min read
Monthly Recap

Gains Can Lead to More Gains

OCTOBER 2024 | Strong past returns shouldn’t keep you from investing. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Weekly Brief

Stocks Rise, Yields Fall and Vanguard Pays

New highs | Yield update | Vanguard phone rep incentives | Automatic ETF purchasing | Vanguard preps for crisis, settles with Target Retirement investors and pays a fine in Australia | IVA website update

| 8 min read
IVA Research

Nibbling Around the Edges: 2024

Is the manager of your mutual fund invested alongside you?

| 9 min read
Weekly Brief

The Fed Moves; Traders Jump

The Fed (finally) lowers interest rates | Bonds over stocks? | Ascensus fumble | Distributions ahead

| 7 min read