Jeff DeMaso

482 posts

Quick Take

Proxy Pilot

An update on Vanguard's pilot proxy voting program.

| 2 min read
IVA Research

How Much Risk?

Vanguard’s newest bond fund, which opened for investment on Thursday, January 26th, isn’t as new as you think. A little over a year ago, Vanguard launched two active bond funds. Vanguard gave Core-Plus Bond (VCPIX) just two weeks to gather assets before building its portfolio while the other,

| 12 min read
Quick Take

Out of the Oven

Vanguard has decided that after 15 months in the oven, Multi-Sector Income (VMSIX and VMSAX) is ready to eat. Vanguard seeded the global income fund with $25 million when they launched it in October 2021 but didn’t allow outside investors to participate—until now. Yesterday, I was scratching my

| 2 min read
Weekly Brief

Big Tech in The Crosshairs

Dept. of Justice sues Google | Municipal money market yield update | Mutli-Sector Income's special distribution

| 3 min read
IVA Research

Growth Stocks Being Marked Down

FUNDS FOCUS — LARGE GROWTH FUNDS

| 22 min read
Quick Take

Weathering Government Shutdowns

With the U.S. government’s finances bumping up against the debt ceiling, I’m (not surprisingly) hearing from concerned investors on both sides of the political aisle asking what this means for our investments. First, we’ve been here before. And it’s important to recognized that we’ve

| 2 min read