Jeff DeMaso

504 posts

IVA Research

Capital Gains 101: The Basics

Everything you need to know about capital gain distributions.

| 8 min read
Weekly Brief

Even Big Winners Stumble

Even the best stocks drop in price | Inflation check in

| 3 min read
IVA Research

Total Return Eats Income’s Lunch

Why you should focus on total returns, not income.

| 4 min read
Weekly Brief

Soft Landing Achieved

Soft landing achieved | Automated ETF purchase. Does it work? | Vanguard makes changes to its statements

| 7 min read
IVA Research

One Income Fund to Rule Them All

My search for Vanguard’s best income fund.

| 18 min read
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