Jeff DeMaso
465 posts
Investing Through the Fog
NOVEMBER 2025 | The Fed eases, data disappears and investors keep moving forward. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of analysis and articles from the past month.
Record Highs, Real Risks
Review your portfolio at record highs | Beware of leveraged ETFs
You Can’t Outrun Taxes—But You Can Manage Them
ETFs and index funds don’t erase your tax bill; they just let you decide when to pay it. Here’s how distributions and timing shape what you actually take home.
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
Capital Gains Sneak Peek: 2025
Capital gains season is shaping up to be costly for many Vanguard investors. Plan ahead with this early read.
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.