Jeff DeMaso

311 posts

Monthly Recap

Gains Can Lead to More Gains

OCTOBER 2024 | Strong past returns shouldn’t keep you from investing. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Weekly Brief

Stocks Rise, Yields Fall and Vanguard Pays

New highs | Yield update | Vanguard phone rep incentives | Automatic ETF purchasing | Vanguard preps for crisis, settles with Target Retirement investors and pays a fine in Australia | IVA website update

| 8 min read
IVA Research

Nibbling Around the Edges: 2024

Is the manager of your mutual fund invested alongside you?

| 9 min read
Weekly Brief

The Fed Moves; Traders Jump

The Fed (finally) lowers interest rates | Bonds over stocks? | Ascensus fumble | Distributions ahead

| 7 min read
IVA Research

Check Your Expectations

FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | Evaluating Vanguard options for your portfolio’s growth engine.

| 24 min read
Weekly Brief

Optimists Triumph

Time in the market prevails | Earnings drive stock prices | Inflation check in | Vanguard adds to the noise

| 4 min read