Jeff DeMaso

461 posts

IVA Research

Give Bonds Time | Bonds 101

Yes, rising interest rates knocked the stuffing out of bonds last year. But, if given time, bonds will recover. More than that, today's higher interest rates are a good thing for bond investors. It's inflation the fixed-income investor should fear.

| 12 min read
IVA Research

Are You Farming Your Portfolio Correctly?

Losses can be profitable … if you know how to “harvest” those losses to maximum effect. Most investors don’t do so correctly, and Vanguard, among others, is pushing an automated strategy to correct for it. I think caution is warranted.

| 4 min read
In The News

Money Life with Chuck Jaffe: A "Quick and Dirty" Look at Vanguard Funds

PODCAST — My appearance on Money Life with Chuck Jaffe.

| 1 min read
Weekly Brief

Don’t Rush for the Exit

Silicon Valley Bank and Signature Bank failures | Money Market funds | Is Vanguard Safe? (Yes) | Inflation check-in | Supplemental distributions ahead

| 11 min read
IVA Research

Bond Funds Own Bonds | Bonds 101

Have you ever wondered whether it's better to buy your own bonds or to invest in a bond mutual fund? Are you unsure whether you should be buying a taxable and a tax-free bond fund? This week, I'll help you answer those questions.

| 9 min read
Weekly Brief

Fed’s Finger on the Button

The Fed is worried about inflation | Housing market slowdown | Short-Term Tax-Exempt Bond ETF launch | Backlash for backing out of the NZAM | Distributions ahead

| 6 min read