Jeff DeMaso

461 posts

IVA Research

Nibbling Around the Edges

Is the manager of your mutual fund invested alongside you?

| 8 min read
Quick Take

Tax-Exempt Bond ETFs On the Way

Vanguard is adding two new municipal bond ETFs in January.

| 2 min read
Weekly Brief

Investing Involves Trade-Offs

10-Year Treasury yield hit 5% | Endowment returns disappoint | Diversification has not paid off in 2023

| 5 min read
IVA Research

Capital Gains Sneak Peek: 2023

Expect a mild capital gains distribution season this year.

| 6 min read
Weekly Brief

Safety in Size

Is big tech the new flight-to-safety asset? | Vanguard exits China

| 4 min read
IVA Research

Lunch Time in the Board Room

Are Vanguard’s directors invested alongside the shareholders they represent?

| 12 min read