Jeff DeMaso
380 posts
Can Active Funds Clear the Tax Hurdle?
Index funds have become most investors’ default investment option for at least a couple of good reasons, including low tax exposure. But that doesn’t mean you should abandon active funds—some managers have delivered index-fund-beating returns even after taxes are accounted for.
A Teddy Bear Market?
Putting the current bear market into context | Vanguard increases account statement fees
Are ETFs More Tax Efficient? No.
ETFs have long been crowned more tax-friendly than mutual funds. That may be true across much of the industry, but not at Vanguard. Compare apples to apples, and there’s no difference from a tax standpoint between a Vanguard Admiral-class index fund and its ETF sibling.
RIABiz Twofer: ESG and QEG
Over the past few months, I've covered how Vanguard's ability to buy utility stocks was threatened by a coalition of attorney generals arguing that Vanguard wasn't as passive an investor as the index giant claimed—most recently here. Vanguard was ultimately granted authorization to
WSJ | Vanguard Pays for Misleading Shareholders
I spoke with the Wall Street Journal about Finra slapping Vanguard on the wrist with an $800,000 fine.
Storm Clouds Clear
JUNE 2023 | Markets took the debt ceiling debate in stride, growth stocks beat value stocks and the municipal money market yield roller coaster slows. Plus, an article roundup and the IVA Factor Tracker.