Jeff DeMaso
588 posts
Why Vanguard’s One-Size-Fits-All Funds Are Finally Beating the S&P
JUNE 2025 | Foreign stocks power Vanguard’s one-size-fits-all funds. Plus, two Quick Takes, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Watching Spreads, Not Headlines
Don’t trade headlines | Do junk bonds reflect recession?
Do You Really Need “Private” Investments?
Just because you can invest in “alternative” or “private” investments doesn’t mean you should.
Moody’s Moves, Muni ETFs Launch, and a Rejected Settlement
Moody’s downgrades U.S. debt | A budget bill works its way through Congress | Vanguard launches two muni bond ETFs | Target Retirement settlement gets rejected
Do Low Brackets Mean Lesser Worries? And What Just Happened to Munis?
MAILBAG | Should low-tax bracket investors even worry about taxes? What the heck happened in the municipal bond market?
Tariff Ceasefire, Not Freedom
Tariffs are still high despite a U.S.-China ceasefire | More government ETFs | Kilbride is retiring at year-end | WVB All Markets fund | Vanguard gets sued … again