Jeff DeMaso

328 posts

IVA Research

Keep Politics Out of Your Portfolio

Letting politics drive your investments is a loser’s game, no matter your party affiliation. Don’t let election-year noise affect a well-considering investment strategy.

| 5 min read
IVA Research

I’m Moving My Small-Biz Retirement Account Out of Vanguard—Here’s Why

With Vanguard selling its small-business retirement accounts to Ascensus, I’ve been searching for a new platform. Here’s why I’m taking my retirement account to E*TRADE.

| 16 min read
Weekly Brief

Can David Catch Goliath?

Market highs | Large stocks outpacing small stocks | Inflation check-in | Vanguard redesigns My Watch List tool

| 5 min read
IVA Research

Vanguard: ”Don’t call us, we’ll …”

Vanguard has threatened to terminate accounts of investors they feel call too often. Is this any way to run an investment company?

| 7 min read
Weekly Brief

Bonds Are Cheaper Than Stocks

Comparing bond and stock yields | RMD and estimated taxes follow-up | Manager change at Explorer Value | Vanguard portfolio manager Awais Khan steps away from funds | Municipal Cash Management becomes Municipal Low Duration

| 6 min read
IVA Research

Gifting a Roth IRA

Jumpstart a young person’s retirement by investing in a Roth IRA.

| 7 min read