Jeff DeMaso

464 posts

Monthly Recap

Tariffs, Tumult … and a Flat Market

May 2025 | Taking stock of the markets and economy, one month after the tariff tsunami crashes. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 10 min read
Weekly Brief

Tariffs, Market Calm and the Truth About Zero-Fee Funds

Markets unchanged in April | Zero fee funds

| 5 min read
IVA Research

Taxing Returns: 2025

Measuring the bite taxes take out of Vanguard fund returns.

| 20 min read
Weekly Brief

April Volatility: Headlines, Tariffs, and TIPS

Trade alert reminder | Putting headlines into context | Vanguard plans a Total Inflation-Protected Securities ETF | Welcome to Rebecca Loveridge, Vanguard’s new PR chief

| 6 min read
IVA Research

Simple, Safe, and Smart: A Guide to Vanguard’s Cash Lineup

Making sense of Vanguard’s cash management tools.

| 15 min read
Trade Alert

Leaning Further Abroad

Further increasing our exposure to foreign assets.

| 11 min read