Location, Location, Location

I’m committed to owning a globally diversified portfolio. But does that require a foreign real estate fund?

Sep 19, 2023 | 14 min read

Is 4% the New 2%?

Inflation converges at 4% | Government shutdowns and stocks

Sep 13, 2023 | 4 min read

The Value of Ownership?

Vanguard loudly trumpets that it is owned by shareholders of its mutual funds and ETFs. But what rights do we owners actually have?

Sep 12, 2023 | 5 min read

Bonds Over Stocks?

Should we heed Hulbert’s stock market warning?

Sep 6, 2023 | 6 min read

Fall Begins in September

October gets a bad rap, but it's September that investors should be wary of.

Sep 5, 2023 | 2 min read

Touching Down

SEPTEMBER 2023 | August wasn’t as bad as it could’ve been for investors, but have we achieved a soft landing? Plus, an article roundup, the IVA Factor Tracker and September’s distribution schedule.

Sep 1, 2023 | 11 min read

Jeff DeMaso