Jeff DeMaso
326 posts
Diversification Wins Over Time
When you earn strong double-digit returns but still lag the market, it’s only fair to put your philosophy and portfolios under the microscope.
| 15 min read
The Tax Implications of STAR’s New Look
MAILBAG — Measuring the tax impact of STAR’s upcoming portfolio changes.
| 5 min read
Weekly Brief Follow Up | Capital Gains and Dividends
Access to Vanguard’s final year-end distribution estimates.
| 1 min read
S&P Records, Vanguard Shake-Up, and STAR Changes
Counting record highs | Karin Risi retires | Ex-Fidelity exec Joanna Rotenberg joins the firm | A “new” Advice and Wealth Management division is announced | Vanguard changes nearly half of STAR’s portfolio | Capital gain distribution reminder
| 6 min read
Boardroom Stakes: Who’s Eating Vanguard’s Cooking?
Are Vanguard’s nominees for its Boards of Trustees invested alongside the shareholders they represent?
| 10 min read
