Jeff DeMaso

462 posts

Weekly Brief

Easy Markets, Hard Lessons

Trade alert reminder | Resilient markets, but investing isn’t easy | Active ETFs delayed | 500 Index added to Investor Choice | Beware of outlandish return promises

| 6 min read
IVA Research

Capital Gains Sneak Peek: 2025

Capital gains season is shaping up to be costly for many Vanguard investors. Plan ahead with this early read.

| 11 min read
Trade Alert

IVA TRADE ALERT | Time to Change Defensive Horses

Same playbook, new player: Dividend Appreciation Index steps in where Dividend Growth leaves off—delivering predictable defense at a lower cost.

| 5 min read
Weekly Brief

Gold Glitters, But Stocks Compound

Gold in perspective | Crash Ahead? | Trade tensions flare

| 5 min read
IVA Research

When a Great Fund Stumbles: Stay the Course or Move on?

Every active fund faces moments of doubt from shareholders. For Dividend Growth, that moment is now. I weigh the fund’s legacy, leadership transition and the case for staying or moving on.

| 24 min read
Weekly Brief

Lock it Down

Stocks gain as the government shuts down | Vanguard launches Emerging Markets ex-China ETF | Cash Plus Account yield drops | Vanishing Vanguard IRA accounts

| 7 min read