Jeff DeMaso

556 posts

IVA Research

Taxing Returns

Measuring the bite taxes take out of Vanguard fund returns.

| 24 min read
IVA Research

Fleeting Flight to Safety

Investors sought safety back in 2011 when U.S. Treasury bonds were downgraded from AAA to AA by S&P. How are markets reacting this time around?

| 3 min read
Weekly Brief

Getting Back on Track

Earnings | Managed Allocation's last days | Vanguard to start nudging | Archive under construction

| 4 min read
IVA Research

Kilbride’s Worthy Heir

Assessing Peter Fisher's track record before he takes the reins at Dividend Growth from Don Kilbride.

| 8 min read
Weekly Brief

Ceiling the Deal?

Debt ceiling negotiations | Inflation check-in | Vanguard can keep buying utility stocks | Bond investors pull out of active funds | Tech glitches at Vanguard

| 7 min read
IVA Research

Danger Ahead?

Looking at the debt ceiling (and potential default) as an investor, not a politician.

| 11 min read