Jeff DeMaso

380 posts

Monthly Recap

Diversification Shines Amid Market Uncertainty

MARCH 2025 | Diversification proves its value as uncertainty climbs. Plus, Distributions Ahead, IVA Portfolio Notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 11 min read
Weekly Brief

Swimming in Uncertain Waters

Vanguard’s board confirmed | More uncertainty than usual | Vanguard pauses company meetings | My appearance on Orion’s The Weighing Machine podcast | 403(b) recordkeeping fees on the rise

| 7 min read
IVA Research

A Guide to Vanguard’s Muni Bond Funds

FUNDS FOCUS — TAX-FREE BOND FUNDS | Evaluating Vanguard’s bond options for tax-sensitive investors.

| 33 min read
Weekly Brief

Vanguard’s ETF Crown, Foreign Stocks’ Lead, and Managerial Moves

Record high | Vanguard’s ETF tops the chart | Foreign stocks out to an early lead | Stock index fund manager changes | A manager change at Growth & Income

| 6 min read
IVA Research

Bonds Beyond the Benchmark: Navigating Vanguard’s Specialty Bond Funds

FUNDS FOCUS – SPECIALITY BOND FUNDS | You can earn more income by venturing beyond the “total bond market.” But with higher yields come greater risks, so choose carefully.

| 32 min read
Weekly Brief

Tariffs, Treasury ETFs and Vanguard’s Browser Blues

Tariffs on steel and aluminum | Two new Treasury ETFs launch | Try a different browser at Vanguard.com

| 4 min read