Jeff DeMaso

311 posts

Weekly Brief

Navigating the Noise: The Economy, the Election, and the Fed’s Next Move

Take a breath | The economy grew 0.7% in the third quarter | Money market yields | Vanguard pushes margin loans while shuttering its legacy mutual fund platform

| 5 min read
IVA Research

Capital Gains Sneak Peek: 2024

I’m expecting an average capital gains distribution season this year.

| 14 min read
Quick Take

IVA QUICK TAKE | Vanguard Platform to Shutter

Vanguard is shutting down its legacy mutual fund account platform at the end of 2025.

| 3 min read
Weekly Brief

NVIDIA’s Streak and the 3% Forecast

NVIDIA’s market | Goldman Sachs’ 3% forecast | Vanguard’s 3% (to 5%) forecast

| 4 min read
IVA Research

Capital Gains 102: Two Tax-Reduction Strategies

You can reduce your tax hit during distribution season with a bit of planning.

| 6 min read
IVA Research

Capital Gains 101: The Basics

Everything you need to know about capital gain distributions.

| 8 min read