Diversification Works

Hello, this is Jeff DeMaso with the IVA Weekly Brief for Wednesday, November 16. There are no changes recommended for any of our Portfolios. Let's start off this week with a few Vanguard-related updates: First, capital gain distribution season is fast approaching, and Vanguard reported estimates for

Nov 16, 2022 | 4 min read

The Giving Season

Note: This article contains distribution data for calendar year 2022. Capital gains distribution season is fast approaching, and some Vanguard shareholders are going to be finding big lumps of taxable coal in their stockings. Every December, Vanguard, like all its mutual fund industry competitors, pays out interest, income and capital

Nov 15, 2022 | 12 min read

Companies Aren’t Talking About the Mid-Terms

Separating politics from your portfolio

Nov 9, 2022 | 3 min read

Finding Their Sea Legs?

Nov 8, 2022 | 4 min read

Expenses At Stasis

The first batch of annual reports for a slew of Vanguard funds is out and, well, if you were hoping to see expenses falling, think again. The August fiscal year numbers are in. And out of 98 different share classes, just three saw expenses fall, while eight saw expenses rise.

Nov 4, 2022 | 1 min read

RIABiz | Vanguard Dishes Out Big Tax Bill

RIBiz's Oisin Breen picked up my story on Vanguard funds that are poised to pay out capital gains in December despite showing big losses this year. (Thanks!) He added some nice context around flows into ETFs and out of mutual funds too. Oisin also discussed Vanguard's

Nov 3, 2022 | 1 min read