Jeff DeMaso

482 posts

IVA Research

Markets Rallied, Vanguard’s Tech Didn't

The IVA 2023 Month-By-Month Review.

| 6 min read
Trade Alert

2024 Hot Hands Funds Alert

Announcing 2024's Hot Hands fund.

| 1 min read
IVA Research

The First Shall Be Last

2024 OUTLOOK: A turning point within the market, not for the market.

| 18 min read
Weekly Brief

A New Bull Market?

Gains for (nearly) all in 2023 | Check your RMD | Distribution Season is here | Beware of Vanguard Edge | Holiday publishing schedule

| 4 min read
IVA Research

Patient, Not Stubborn

The winds were blowing against my Portfolios this year. Is it time to chart a new course?

| 12 min read
Weekly Brief

Beating the Index to New Highs

Fed holds steady as inflation and unemployment tick lower | 500 Index nears a new high | Vanguard spent millions before shutting down Vanguard Invest in Germany | Vanguard subpoenaed

| 5 min read