Jeff DeMaso

374 posts

IVA Research

Gifting Your Teen an IRA

Yes. You can start your teen investing in an IRA and provide them with an early seat aboard the retirement train. They probably won’t thank you today … but they will thank you.

| 9 min read
Weekly Brief

Hitting the Inflation Bullseye

Is Microsoft a value stock? | Final inflation check-in | Does the NZAM alliance violate antitrust law? | Vanguard Charitable expands its lineup | Vanguard’s tech woes continue

| 8 min read
IVA Research

Keeping Your Balance

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s product stable is full of solid, simple, low-cost, diversified balanced funds—there’s a lot to like. But as my top pick demonstrates, with a little effort, simple can be improved.

| 24 min read
IVA Research

A Better 50-50 Portfolio

How to balance your portfolio using Wellington and Wellesley Income.

| 2 min read
Weekly Brief

Securities Lending … Not For All

A factory construction boom | Securities lending for the wealthy

| 3 min read
IVA Research

One Size Doesn’t Fit All

FUNDS FOCUS – Life-Cycle | There’s a lot to like about Vanguard’s allocations, and I’ve always said that investing doesn’t need to be complicated, but investing isn’t one size fits all, either.

| 23 min read