Jeff DeMaso

313 posts

Weekly Brief

Vanguard and Amex Part Ways

Three sectors rule them all | INVEST for Amex by Vanguard closes

| 3 min read
IVA Research

Solid Returns, Little Attention

Global Credit Bond: An index-beating active fund that investors have ignored.

| 3 min read
Weekly Brief

Rising on Lower Inflation

Markets rally on lower-than-expected inflation | Vanguard closes direct investing program in Germany | Dividend Growth’s stable NAV

| 3 min read
IVA Research

A Mild Distribution Season Nears

What you need to know to navigate 2023’s year-end cap gain distributions.

| 18 min read
Weekly Brief

Fees Keep Cropping Up at Vanguard

Sahm rule says no recession | Vanguard adds fees to Personal Advisor Select clients

| 6 min read
IVA Research

Dividend Growth Goes Global

The new International Dividend Growth fund is a solid option for your foreign exposure, but I’m not buying it just yet.

| 13 min read