Jeff DeMaso

380 posts

IVA Research

Interview: Compounding Via Dividend Growth

INTERVIEW — My exclusive conversation with Dividend Growth's co-managers Don Kilbride and Peter Fisher

| 26 min read
Weekly Brief

The Last Shall Be First

A duck-like stock market | Beware of point-in-time returns

| 3 min read
In The News

Beware: Vanguard Is Coming

Vanguard's playbook will eventually work overseas

| 1 min read
IVA Research

Bonds Beyond the Index

FUNDS FOCUS — SPECIALTY BOND FUNDS | You can earn more income by venturing beyond the “total bond market.” But with higher yields come greater risks—tread carefully and focus primarily on Vanguard’s junk and emerging markets bond funds.

| 32 min read
Monthly Recap

Returns on Our Money

APRIL 2023 | Investors shift from low-yielding bank accounts to higher-yield money market funds and point-in-time returns mislead, Plus, an article roundup and the IVA Factor Tracker.

| 9 min read
Weekly Brief

Hidden Stumbling Blocks

Alternatives struggle | Vanguard's website redesign gets poor marks | Global Minimum Volatility gets a new co-manager

| 3 min read