Jeff DeMaso

311 posts

Weekly Brief

Take a Vacation from Your Portfolio

Stocks gain ground over the summer | Vanguard to open two actively managed muni bond ETFs | Cash yields drop | A new general counsel and a big promise | 529 Plan follow-up

| 6 min read
IVA Research

The Growth vs. Value Distraction

Is it better to be a growth investor or a value investor?

| 10 min read
Quick Take

Vanguard’s Expanding Muni Lineup

My take on Vanguard’s plans to launch its first two actively managed municipal bond ETFs—Short Duration Tax-Exempt Bond ETF and Core Tax-Exempt Bond ETF.

| 2 min read
Weekly Brief

Is the Summer Slump Over?

Markets rebound | IVA On Air | Inflation check in | Oaktree fired | Vanguard changes its 529 Plan

| 9 min read
IVA Research

Overlooked Growth Potential

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth in an overlooked part of the market.

| 23 min read
Quick Take

Vanguard Reduces Head Count at Emerging Markets Select Stock

Vanguard fired Oaktree from Emerging Markets Select Stock—ending their nearly 30-year-long relationship.

| 2 min read