Jeff DeMaso

482 posts

IVA Research

Vanguard’s Toolkit for College Savers

529 PLANS — Assessing Vanguard’s toolbox for 529 plan investors.

| 19 min read
In The News

Exchange Traded Fridays: What's Next After Buckley's Exit

PODCAST — My appearance on ETF.com's Exchange Traded Fridays show.

| 1 min read
Weekly Brief

Holding Steady

Fed holds steady | Pushing Fully Paid Lending | Many Happy Returns: Activism, not a scam | Tweaking ESG definitions | Closing institutional shares

| 6 min read
IVA Research

Tax-Free Savings for College

An introduction to 529 plans. Use them to save for college and estate planning, not for retirement.

| 11 min read
Quick Take

Activists Not Scammers

Many Happy Returns: An activist campaign, not a scam.

| 1 min read
Weekly Brief

As Good As It Gets?

4% unemployment and 3% inflation—as good as it gets | Many Happy Returns Scam Alert

| 3 min read