Jeff DeMaso
465 posts
Don’t Forget Munis
Municipal bond funds offer a simple solution for tax-sensitive investors who want to own bonds.
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
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?
Expanding Earnings and Fees
Earnings growth can lead to higher stock prices | 5% interest rates in context | More fees coming to Vanguard Brokerage Services
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.
Vanguard’s Exception to the Rule
Vanguard’s index mutual funds are as tax-friendly as the firm’s ETFs.