Jeff DeMaso

364 posts

Quick Take

Explorer Value Gets a New Explorer

Vanguard replaces Cardinal Capital with Wellington Management at Explorer Value.

| 2 min read
Monthly Recap

Calm Seas Turning Choppy

June 2024 | Markets haven’t been this calm since 2017, but they’re getting rougher. Plus, some follow-up notes on RMDs, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.

| 11 min read
IVA Research

Timing Your RMD

MAILBAG | Should you take your RMD early or late in the year?

| 9 min read
Weekly Brief

The Bull Market Keeps Running

The Dow hits 40000 | Beware Vanguard impersonators

| 5 min read
IVA Research

Complex Doesn’t Mean Better

FUNDS FOCUS — ALTERNATIVES | Explaining why you can pass on Vanguard’s two most complex funds—Market Neutral and Commodity Strategy.

| 13 min read
Quick Take

Vanguard’s New CEO: An Outsider, But Aligned

Sharing my take on a 2021 interview with Vanguard’s soon-to-be CEO, Salim Ramji

| 2 min read