Jeff DeMaso
556 posts
WSJ | Vanguard Pays for Misleading Shareholders
I spoke with the Wall Street Journal about Finra slapping Vanguard on the wrist with an $800,000 fine.
| 1 min read
Storm Clouds Clear
JUNE 2023 | Markets took the debt ceiling debate in stride, growth stocks beat value stocks and the municipal money market yield roller coaster slows. Plus, an article roundup and the IVA Factor Tracker.
| 7 min read
Manager Merry-go-round
A deal on the debt ceiling | Vanguard fires itself | Wellington’s Abrams announces his retirement | Emerging Markets Select Stock picks up more managers | FINRA fines Vanguard
| 5 min read
Avoiding Tax Bombs
Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.
| 12 min read
In Self-Demotion, Vanguard Picks Wellington Management
Vanguard fires itself from two multimanager funds.
| 3 min read
Bumping Up Against Fiscal Reality
Debt ceiling update | First signs of market stress | Vanguard gets the message
| 2 min read