Jeff DeMaso

504 posts

Weekly Brief

Weekly Brief Follow Up | Capital Gains and Dividends

Access to Vanguard’s final year-end distribution estimates.

| 1 min read
Weekly Brief

S&P Records, Vanguard Shake-Up, and STAR Changes

Counting record highs | Karin Risi retires | Ex-Fidelity exec Joanna Rotenberg joins the firm | A “new” Advice and Wealth Management division is announced | Vanguard changes nearly half of STAR’s portfolio | Capital gain distribution reminder

| 6 min read
IVA Research

Boardroom Stakes: Who’s Eating Vanguard’s Cooking?

Are Vanguard’s nominees for its Boards of Trustees invested alongside the shareholders they represent?

| 10 min read
Quick Take

Vanguard’s STAR Gets a New Look

Portfolio changes coming to STAR.

| 2 min read
Weekly Brief

Market Momentum: Too Hot or Just Right?

Is the market too hot or just right? | Index funds are no longer diversified | Vanguard’s owners vote

| 6 min read
IVA Research

PRIMECAP at 40: Has This Outperformer Lost Its Edge?

Celebrating 40 years at PRIMECAP while asking if it’s still a buy.

| 12 min read