Jeff DeMaso

380 posts

Quick Take

Tariffs, Tumult, and a New ETF

A New ETF | Tariffs in Context | The 3.5% Solution

| 3 min read
Weekly Brief

Tariffs in Limbo, Diversification in Control

"Liberation Day" tariffs on the way | Resilient diversification

| 3 min read
IVA Research

Gifting a Roth IRA: 2025

Jumpstart a young person’s retirement by opening (or adding to) a Roth IRA.

| 8 min read
Monthly Recap

From Boom to Correction

APRIL 2025 | Stocks are in a correction, but diversified portfolios are holding up. Plus, IVA Portfolio Notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 8 min read
Weekly Brief

Market Bounces, Fed Holds and Vanguard Expands

The market rebounds | Tariffs ahead | Short Duration Bond ETF is almost ready | Multi-Sector Income ETF is on the way | Vanguard wins an award but has work to do

| 4 min read
IVA Research

Bear Markets & Corrections: How Fast Do Stocks Bounce Back?

MAILBAG — How long do market recoveries take?

| 8 min read