Jeff DeMaso

312 posts

Weekly Brief

Expanding Earnings and Fees

Earnings growth can lead to higher stock prices | 5% interest rates in context | More fees coming to Vanguard Brokerage Services

| 4 min read
Monthly Recap

History Rhymes

Inflation isn’t going away, but that doesn’t mean we’ll see double-digit inflation anytime soon. Plus, putting pullbacks into perspective, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.

| 11 min read
IVA Research

Vanguard’s Exception to the Rule

Vanguard’s index mutual funds are as tax-friendly as the firm’s ETFs.

| 13 min read
Weekly Brief

Putting Pullbacks into Perspective

The S&P 500 index was 5% below its prior high | An update on Vanguard selling its small-biz retirement business to Ascensus | Money Life podcast

| 6 min read
IVA Research

ETFs: More Complicated Than Expected

Take your ETF knowledge to the next level by understanding their pricing and tax mechanics.

| 6 min read
IVA Research

ETFs: Understanding the Basics

ETFs 101 — The basics of exchange-traded funds (ETFs).

| 11 min read