Jeff DeMaso

364 posts

Weekly Brief

A New Leader Comes to Vanguard

Vanguard names Salim Ramji as CEO | Ramji, Davis and Murphy join Vanguard’s board while Mulligan resigns | Vanguard pushes products | Inflation check-in

| 6 min read
IVA Research

Don’t Forget Munis

Municipal bond funds offer a simple solution for tax-sensitive investors who want to own bonds.

| 12 min read
Weekly Brief

Digital-First Puts Seniors Second

Trading is hard | Mailbag: Are bonds dead? | Vanguard doesn’t want you to call | Check Vanguard’s work if you’re converting to a Roth IRA

| 5 min read
IVA Research

Finding Vanguard’s Active ETFs

Answering two questions: Why has Vanguard only dipped a toe in the active ETF waters? Are Vanguard’s actively managed mutual funds as tax-friendly as their ETF siblings?

| 6 min read
Weekly Brief

Expanding Earnings and Fees

Earnings growth can lead to higher stock prices | 5% interest rates in context | More fees coming to Vanguard Brokerage Services

| 4 min read
Monthly Recap

History Rhymes

Inflation isn’t going away, but that doesn’t mean we’ll see double-digit inflation anytime soon. Plus, putting pullbacks into perspective, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.

| 11 min read