Jeff DeMaso
556 posts
What’s In a Pivot?
DECEMBER 2022 | Has the Fed pivoted? How about the stock market? Can Vanguard pivot and provide better service? Plus, an article roundup and the IVA Factor Tracker.
Ham-Handed Technology Woes
Supply chains on the mend | Vanguard at the bottom of J.D. Power survey | Vanguard sued over Target Retirement funds | U.S. Liquidity Factor ETF is liquidated
Yield Curve Flashes Yellow
One of Wall Street’s go-to recession warning signs—the yield curve—is flashing yellow right now. The media is all over it and the headlines sure sound scary. Since I too include the yield curve on my “recession dashboard,” let’s take a closer look at what it
Down, Not Out
"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been
Distribution Season Comes For Non-Vanguard Funds Too
Note: This article contains distribution data for calendar year 2022. Earlier this week I detailed which Vanguard mutual funds are expected to distribute capital gains and when. But in the past, we’ve recommended a few non-Vanguard mutual funds as replacements for Vanguard funds that close to new investors.