Jeff DeMaso

313 posts

Weekly Brief

Fed Holds as Economy Grows

GDP grew by 1.2% in Q3 | The Fed holds steady | Vanguard launches International Dividend Growth

| 3 min read
Monthly Recap

Diversification Is Not Dead

NOVEMBER 2023 | When the S&P 500 is topping the performance charts, holding a diversified portfolio looks silly. Should you go all-in on the S&P? Plus, an article roundup and the IVA Factor Tracker.

| 8 min read
IVA Research

Nibbling Around the Edges

Is the manager of your mutual fund invested alongside you?

| 8 min read
Quick Take

Tax-Exempt Bond ETFs On the Way

Vanguard is adding two new municipal bond ETFs in January.

| 2 min read
Weekly Brief

Investing Involves Trade-Offs

10-Year Treasury yield hit 5% | Endowment returns disappoint | Diversification has not paid off in 2023

| 5 min read
IVA Research

Capital Gains Sneak Peek: 2023

Expect a mild capital gains distribution season this year.

| 6 min read