Jeff DeMaso

312 posts

IVA Research

Complex Doesn’t Mean Better

FUNDS FOCUS — ALTERNATIVES | Explaining why you can pass on Vanguard’s two most complex funds—Market Neutral and Commodity Strategy.

| 13 min read
Quick Take

Vanguard’s New CEO: An Outsider, But Aligned

Sharing my take on a 2021 interview with Vanguard’s soon-to-be CEO, Salim Ramji

| 2 min read
Weekly Brief

A New Leader Comes to Vanguard

Vanguard names Salim Ramji as CEO | Ramji, Davis and Murphy join Vanguard’s board while Mulligan resigns | Vanguard pushes products | Inflation check-in

| 6 min read
IVA Research

Don’t Forget Munis

Municipal bond funds offer a simple solution for tax-sensitive investors who want to own bonds.

| 12 min read
Weekly Brief

Digital-First Puts Seniors Second

Trading is hard | Mailbag: Are bonds dead? | Vanguard doesn’t want you to call | Check Vanguard’s work if you’re converting to a Roth IRA

| 5 min read
IVA Research

Finding Vanguard’s Active ETFs

Answering two questions: Why has Vanguard only dipped a toe in the active ETF waters? Are Vanguard’s actively managed mutual funds as tax-friendly as their ETF siblings?

| 6 min read