Jeff DeMaso

470 posts

IVA Research

Do Low Brackets Mean Lesser Worries? And What Just Happened to Munis?

MAILBAG | Should low-tax bracket investors even worry about taxes? What the heck happened in the municipal bond market?

| 9 min read
Weekly Brief

Tariff Ceasefire, Not Freedom

Tariffs are still high despite a U.S.-China ceasefire | More government ETFs | Kilbride is retiring at year-end | WVB All Markets fund | Vanguard gets sued … again

| 5 min read
IVA Research

Clearing the After-Tax Hurdle

How do IVA Portfolio holdings stack up after taxes?

| 15 min read
Quick Take

Inside the First Fund from Vanguard, Wellington and Blackstone

My initial take on the first interval fund from the Wellington-Vanguard-Blackstone alliance.

| 3 min read
Weekly Brief

Forecasts, Fees, and False Narratives

All winning streaks end | The economy contracted last quarter | Treasury Secretary’s sweeping forecast | A zero-fee fund follow-up | Vanguard’s 10-year outlook

| 10 min read
IVA Research

Active Funds and Taxes: A Losing Combo?

Can active funds outperform after taxes?

| 14 min read