Jeff DeMaso
540 posts
Bonds Get a Boost, Retirement Gets an Annuity—Vanguard’s Busy Week
No crash after all | Vanguard readies Core-Plus Bond Index ETF | New Lifetime Income Trusts add an annuity option | Distribution season looms| Vanguard backtracks on bitcoin | RMD reminder
Any Interest in Cash Plus?
A detailed analysis of features, trade-offs, and the 0.60% yield gap investors shouldn’t ignore.
Vanguard Blinks on Bitcoin
The fund giant has ended its crypto ban—but that doesn’t mean bitcoin deserves a place in your portfolio.
’Tis the Season for Bad Forecasts
DECEMBER 2025 | A pullback, a rebound and a reminder to stay the course. Plus, Distributions Ahead, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Perspective, Precision, and PRIMECAP
Putting the AI-led pullback in perspective | Ten new target-maturity bond ETFs | PRIMECAP’s new fee arrangement | PRIMECAP Odyssey distribution estimates
PRIMECAP Finds Its Edge … Again
A strong 2025 reminds investors why patience with PRIMECAP still pays.