Jeff DeMaso

461 posts

Weekly Brief

Rising on Lower Inflation

Markets rally on lower-than-expected inflation | Vanguard closes direct investing program in Germany | Dividend Growth’s stable NAV

| 3 min read
IVA Research

A Mild Distribution Season Nears

What you need to know to navigate 2023’s year-end cap gain distributions.

| 18 min read
Weekly Brief

Fees Keep Cropping Up at Vanguard

Sahm rule says no recession | Vanguard adds fees to Personal Advisor Select clients

| 6 min read
IVA Research

Dividend Growth Goes Global

The new International Dividend Growth fund is a solid option for your foreign exposure, but I’m not buying it just yet.

| 13 min read
Weekly Brief

Fed Holds as Economy Grows

GDP grew by 1.2% in Q3 | The Fed holds steady | Vanguard launches International Dividend Growth

| 3 min read
Monthly Recap

Diversification Is Not Dead

NOVEMBER 2023 | When the S&P 500 is topping the performance charts, holding a diversified portfolio looks silly. Should you go all-in on the S&P? Plus, an article roundup and the IVA Factor Tracker.

| 8 min read