Jeff DeMaso

380 posts

Monthly Recap

No Recession ... Yet

MAY 2023 | The economy grows, large stocks take the lead, bonds find their footing and I-Bond yields drop. Plus, an article roundup and the IVA Factor Tracker.

| 9 min read
Weekly Brief

Large Stocks Take Charge

Changing market leadership | Municipal money market yields | Protests and ESG investing at Vanguard

| 4 min read
IVA Research

Tax-Free Income for All

FUNDS FOCUS — TAX-FREE BOND FUNDS | It’s been said that only death and taxes are certain. No investor can cheat death, but there are (legal) ways to avoid paying income taxes—and one is by owning municipal bonds. Fortunately for us, Vanguard’s municipal bond funds are among the best around.

| 17 min read
Weekly Brief

Earnings Flatline. Inflation Dials Down.

Earnings are flat | I-Bonds' interest rate drops

| 3 min read
IVA Research

Muni Bonds 101

There’s more to municipal bonds than just tax-free income. Before analyzing Vanguard’s tax-exempt bond funds—which are among the best around—let’s discuss the municipal bond market basics.

| 14 min read
Weekly Brief

The Yield Roller Coaster Rumbles On

Inflation check-in | Municipal money market yield update | Alternative Strategies liquidation reminder

| 6 min read