Jeff DeMaso

556 posts

Monthly Recap

Returns on Our Money

APRIL 2023 | Investors shift from low-yielding bank accounts to higher-yield money market funds and point-in-time returns mislead, Plus, an article roundup and the IVA Factor Tracker.

| 9 min read
Weekly Brief

Hidden Stumbling Blocks

Alternatives struggle | Vanguard's website redesign gets poor marks | Global Minimum Volatility gets a new co-manager

| 3 min read
IVA Research

Balancing Your Portfolio

FUNDS FOCUS — CORE TAXABLE BOND FUNDS | Vanguard’s bond managers don’t get the recognition they deserve. And though Treasury bonds are looking better than they have in a long time, Vanguard’s actively managed corporate-heavy bond funds remain my top picks for the core of your balanced portfolio.

| 25 min read
Quick Take

Passing The Dividend Torch

Don Kilbride’s era at Dividend Growth is coming to an end.

| 2 min read
Weekly Brief

Nearing the End of This Cycle

Credit Suisse fails | Vanguard split shares at six S&P-based ETFs

| 3 min read
IVA Research

Give Bonds Time | Bonds 101

Yes, rising interest rates knocked the stuffing out of bonds last year. But, if given time, bonds will recover. More than that, today's higher interest rates are a good thing for bond investors. It's inflation the fixed-income investor should fear.

| 12 min read