Jeff DeMaso
547 posts
The Tax Implications of STAR’s New Look
MAILBAG — Measuring the tax impact of STAR’s upcoming portfolio changes.
| 5 min read
Weekly Brief Follow Up | Capital Gains and Dividends
Access to Vanguard’s final year-end distribution estimates.
| 1 min read
S&P Records, Vanguard Shake-Up, and STAR Changes
Counting record highs | Karin Risi retires | Ex-Fidelity exec Joanna Rotenberg joins the firm | A “new” Advice and Wealth Management division is announced | Vanguard changes nearly half of STAR’s portfolio | Capital gain distribution reminder
| 6 min read
Boardroom Stakes: Who’s Eating Vanguard’s Cooking?
Are Vanguard’s nominees for its Boards of Trustees invested alongside the shareholders they represent?
| 10 min read
Market Momentum: Too Hot or Just Right?
Is the market too hot or just right? | Index funds are no longer diversified | Vanguard’s owners vote
| 6 min read