Jeff DeMaso

461 posts

IVA Research

Who Are Vanguard’s Pros?

Vanguard has increasingly turned to outside help, and it’s costing shareholders millions.

| 1 min read
Weekly Brief

Is Your Brokerage Statement Deceiving You?

Mixed ISM data | Municipal money market yield warning | Vanguard's portfolio recommendations

| 5 min read
IVA Research

Upping the Limit

Every year around this time, Dan and I provide an update on contribution limits for retirement savings accounts. And every time we say something along the lines of “Put time on your side, and sock away as much as you can as early as you can.” Well, this year is

| 12 min read
IVA Research

Our 2022 Scorecard

Grading my 2022 Outlook.

| 5 min read
Quick Take

No More Cuts

Prices of goods and services of all shapes and sizes shot higher last year. Not even Vanguard, historically a cost-cutting machine, was able to buck the trend. Yes, costs (read, expense ratios) rose at Vanguard in 2022.

| 2 min read
Weekly Brief

It’s Easier to Recover from Smaller Drops

Good years follow bad years | Portfolio review | Manager changes at Growth & Income and Windsor II

| 5 min read