Jeff DeMaso

556 posts

Weekly Brief

More ESG With An Emphasis On The E

Fed hikes rates | Vanguard launches Global Environmental Opportunities

| 4 min read
IVA Research

Adding Insult to Injury

Note: This article contains distribution data for calendar year 2022. In a broad bear market, a handful of Vanguard funds are set to hand shareholders a big tax bill in December—talk about adding insult to injury. On the surface that doesn’t make a lot of sense. If stock

| 7 min read
Monthly Recap

One Month Doesn't Make a Rally

NOVEMBER 2022 | Stocks bounce back from a bad September, but bonds continue to struggle. Plus, an article roundup and the IVA Factor Tracker.

| 5 min read
Quick Take

You may trust, but we will verify

Give Vanguard credit for trying to educate investors about bear markets, staying the course and what I like to call “time in the markets, not market timing.” But come on, at least get your charts to agree with your data. Vanguard posted an article on its investor website, “Keeping performance

| 1 min read
Weekly Brief

Recession Signs on The Radar

Was that the low? | Recession signs

| 3 min read
IVA Research

In The Mixing Bowl

Our Portfolios follow a simple recipe: Partnership with the best that Vanguard has to offer and patience with the vagaries of the markets. The results of that recipe can be found on the Model Portfolio tab. Of course, Dan and I have tweaked the recipe’s ingredients—the individual funds

| 13 min read