The Independent Vanguard Adviser

Jeff DeMaso

439 posts

IVA Research

Geopolitics and Your Portfolio: Lessons from 125 Years of Conflict

War shakes markets, but disciplined investors endure—and prosper.

| 5 min read
Quick Take

Lazard Out, Altrinsic In — Will It Move the Needle at International Value?

Vanguard fires Lazard from International Value.

| 2 min read
Quick Take

Vanguard Joins the ETF Share Class Race

The filing’s in. The trade-offs are real.

| 2 min read
Weekly Brief

Steady Numbers, Cloudy Outlook and a New ETF

Unemployment and inflation hold steady | Multi-Sector Income ETF begins trading | Another tech glitch

| 4 min read
IVA Research

Life-Cycle Funds: Simple, Not One-Size-Fits-All

FUNDS FOCUS – Life-Cycle | Investing doesn’t need to be complicated, but one size doesn’t fit all.

| 18 min read
Weekly Brief

Global Gains, Local Shifts

Diversification pays off | Trade slows| Four funds join Investor Choice | Emerging Markets ex-China ETF proposed| Multi-Sector Income gets a new benchmark | Frontier’s Bill Teichner to step away from Explorer Value

| 7 min read