Jeff DeMaso

461 posts

IVA Research

The Value of Ownership?

Vanguard loudly trumpets that it is owned by shareholders of its mutual funds and ETFs. But what rights do we owners actually have?

| 5 min read
Weekly Brief

Bonds Over Stocks?

Should we heed Hulbert’s stock market warning?

| 6 min read
IVA Research

Fall Begins in September

October gets a bad rap, but it's September that investors should be wary of.

| 2 min read
Monthly Recap

Touching Down

SEPTEMBER 2023 | August wasn’t as bad as it could’ve been for investors, but have we achieved a soft landing? Plus, an article roundup, the IVA Factor Tracker and September’s distribution schedule.

| 11 min read
Weekly Brief

Headline Noise vs. Market Calm

A bitcoin ETF? | GDP revised lower | 2%-plus days | Vanguard’s climate and social voting record | Wellington takes over one third of Growth & Income

| 5 min read
IVA Research

Mapping the World

FUNDS FOCUS – GLOBAL STOCK FUNDS | Global funds are often overlooked by investors, but several of Vanguard’s funds deserve at least a passing glance.

| 19 min read