Jeff DeMaso

538 posts

Weekly Brief

New Tariffs, Market Turmoil, and Vanguard Updates

Traders sell as 25% tariffs on Canada and Mexico take effect| Vanguard won’t reorganize trusts | Vanguard’s Quicken link is broken | Due-diligence meetings are back on | Proxy voting pilot program takes off again

| 6 min read
IVA Research

Taking Stock of Treasurys

MAILBAG | Are Treasurys still safe? In a word, yes.

| 4 min read
Monthly Recap

Diversification Shines Amid Market Uncertainty

MARCH 2025 | Diversification proves its value as uncertainty climbs. Plus, Distributions Ahead, IVA Portfolio Notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 11 min read
Weekly Brief

Swimming in Uncertain Waters

Vanguard’s board confirmed | More uncertainty than usual | Vanguard pauses company meetings | My appearance on Orion’s The Weighing Machine podcast | 403(b) recordkeeping fees on the rise

| 7 min read
IVA Research

A Guide to Vanguard’s Muni Bond Funds

FUNDS FOCUS — TAX-FREE BOND FUNDS | Evaluating Vanguard’s bond options for tax-sensitive investors.

| 33 min read
Weekly Brief

Vanguard’s ETF Crown, Foreign Stocks’ Lead, and Managerial Moves

Record high | Vanguard’s ETF tops the chart | Foreign stocks out to an early lead | Stock index fund manager changes | A manager change at Growth & Income

| 6 min read