Supplemental Capital Gains: 2025

Navigating supplemental capital gain distributions.

Mar 11, 2025 | 4 min read

Boosting Foreign Stocks

TRADE ALERT | Has a new day dawned for foreign markets?

Mar 7, 2025 | 9 min read

Filling the Gaps: Vanguard Adds Long-Term and NY Municipal Bond ETFs

Two new municipal bond ETFs—one long-maturity and one for New York residents—are coming.

Mar 6, 2025 | 6 min read

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

Mar 5, 2025 | 6 min read

Taking Stock of Treasurys

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

Mar 4, 2025 | 4 min read

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.

Mar 3, 2025 | 11 min read

Jeff DeMaso