Jeff DeMaso

380 posts

IVA Research

Finding Balance with Core Bonds

FUNDS FOCUS – CORE TAXABLE BOND FUNDS | Evaluating Vanguard options for the core of your bond portfolio.

| 28 min read
Weekly Brief

Tariff Tensions: What’s Next for Markets and Investors?

Mexican and Canadian tariffs put on hold | Salvos fired in the U.S.-China trade war | Vanguard lowers fees on nearly 90 funds

| 4 min read
IVA Research

Safety Over Yield

MAILBAG | Why I’m taking a safety-first approach to the bond market.

| 10 min read
Quick Take

Vanguard’s Biggest Fee Cut Yet: What It Means for Investors

Vanguard lowers fees on 87 funds.

| 2 min read
Monthly Recap

AI Shakes Markets, But the Rally Rolls On

FEBRUARY 2025 | The bull market tripped over Chinese artificial intelligence app DeepSeek but landed on its feet. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Weekly Brief

AI Disruption, Diversification Delivers

China’s DeepSeek trips bull market | Diversification still works | Linking an outside account is hard

| 4 min read