Jeff DeMaso

366 posts

IVA Research

When Cash Isn’t Cash

Cash options are lackluster for Vanguard annuity holders and 529 investors

| 7 min read
Weekly Brief

Big Round Numbers Distract

The S&P 500 index reaches 5000 | Fed action in context | Vanguard’s proxy voting pilot program takes off again

| 5 min read
IVA Research

Van-guarding Your Cash

Making sense of Vanguard’s cash management tools.

| 13 min read
Weekly Brief

Indexes Gained, Funds Declined

The S&P 500 vs. Everything Else | Improving The IVA Website

| 4 min read
IVA Research

Core Strength

FUNDS FOCUS — GROWTH AND INCOME FUNDS | Evaluating Vanguard’s options for the core of your portfolio.

| 31 min read
Monthly Recap

More of the Same

FEBRUARY 2024 | The S&P 500 was the place to be … again. Plus, links to a PRIMECAP interview, an article roundup, Portfolio Notes and the IVA Factor Tracker.

| 10 min read