Jeff DeMaso
470 posts
Record Highs, Real Risks
Review your portfolio at record highs | Beware of leveraged ETFs
| 4 min read
You Can’t Outrun Taxes—But You Can Manage Them
ETFs and index funds don’t erase your tax bill; they just let you decide when to pay it. Here’s how distributions and timing shape what you actually take home.
| 14 min read
Easy Markets, Hard Lessons
Trade alert reminder | Resilient markets, but investing isn’t easy | Active ETFs delayed | 500 Index added to Investor Choice | Beware of outlandish return promises
| 6 min read
Capital Gains Sneak Peek: 2025
Capital gains season is shaping up to be costly for many Vanguard investors. Plan ahead with this early read.
| 11 min read
IVA TRADE ALERT | Time to Change Defensive Horses
Same playbook, new player: Dividend Appreciation Index steps in where Dividend Growth leaves off—delivering predictable defense at a lower cost.
| 5 min read
Gold Glitters, But Stocks Compound
Gold in perspective | Crash Ahead? | Trade tensions flare
| 5 min read