Jeff DeMaso

311 posts

Weekly Brief

WEEKLY BRIEF | U.S. Stocks Set Records, Vanguard Settles Big

The U.S. bull keeps charging| Cash yields are down | Inflation check-in | Vanguard settles for $40 million

| 5 min read
IVA Research

Vanguard’s Official Capital Gain Estimates: 2024

What you need to know to navigate 2024’s year-end cap gain distributions.

| 17 min read
Weekly Brief

WEEKLY BRIEF | Investing Beyond Politics

Donald Trump wins the election | The markets and economy are bigger than the President | Bad margin request | IVA website update

| 8 min read
IVA Research

Dividends Deserve Patience

Do dividend growers still deserve a place in our Portfolios?

| 9 min read
Monthly Recap

Growth Stocks Rally, Bonds Defy Expectations

NOVEMBER 2024 | Growth stocks are leading once again, while bond prices have fallen, rather than risen. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
In The News

Money Life with Chuck Jaffe: Buy What Makes You Comfortable

PODCAST — My appearance on Money Life with Chuck Jaffe.

| 1 min read