Jeff DeMaso

505 posts

IVA Research

Avoiding Tax Bombs

Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.

| 12 min read
Quick Take

In Self-Demotion, Vanguard Picks Wellington Management

Vanguard fires itself from two multimanager funds.

| 3 min read
Weekly Brief

Bumping Up Against Fiscal Reality

Debt ceiling update | First signs of market stress | Vanguard gets the message

| 2 min read
IVA Research

Taxing Returns

Measuring the bite taxes take out of Vanguard fund returns.

| 24 min read
IVA Research

Fleeting Flight to Safety

Investors sought safety back in 2011 when U.S. Treasury bonds were downgraded from AAA to AA by S&P. How are markets reacting this time around?

| 3 min read
Weekly Brief

Getting Back on Track

Earnings | Managed Allocation's last days | Vanguard to start nudging | Archive under construction

| 4 min read