Jeff DeMaso

340 posts

Weekly Brief

ETF Launches and Shareholder Votes: Vanguard’s Busy Holiday Season

Plenty of gains to be thankful for | Vanguard files to launch new cash-like ETFs | A proxy vote at Vanguard!? | A tweak at Total Corporate Bond ETF | Concise commentary in the annual reports

| 7 min read
IVA Research

Buying’s Easy. Selling Your Bond Fund Isn’t.

MAILBAG—Should you wait until the end of the month to sell your bond fund?

| 8 min read
Weekly Brief

Vanguard’s Wins and Woes: New ETFs and Tech Challenges

Expect volatility as traders adapt | Vanguard’s first actively managed muni bond ETFs are live | Vanguard expands proxy voting | Tech remains an Achilles heel

| 4 min read
IVA Research

Politics, Policies, and Portfolio Decisions

MAILBAG — Investing in a politically-charged environment.

| 5 min read
Quick Take

Vanguard's Proxy Pilot Program: New Funds and Policy Choices for 2025

Vanguard expands its proxy voting pilot program again.

| 2 min read
Weekly Brief

U.S. Stocks Set Records, Vanguard Settles Big

The U.S. bull keeps charging| Cash yields are down | Inflation check-in | Vanguard settles for $40 million

| 5 min read