Jeff DeMaso

482 posts

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
Monthly Recap

Many Things Can Happen

JANUARY 2023 | Risk is more than just volatility. Plus, an article roundup and the IVA Factor Tracker.

| 5 min read
IVA Research

A Most Challenging Year

2022 MARKET REVIEW: For conservative investors, 2022 was as difficult as 2008's Global Financial Crisis.

| 10 min read
IVA Research

Market, Service and Technology Woes

The IVA 2022 Month-By-Month Review.

| 5 min read