Jeff DeMaso

442 posts

IVA Research

Balanced, Not Bland

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are solid, low-cost and straightforward—but they’re not all on the same level. Here’s how to separate the best from the rest.

| 22 min read
Monthly Recap

Stocks Erase Tariff Slump

JULY 2025 | Stocks recover from a near-bear market. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 11 min read
Quick Take

Vanguard’s Message Center: Now With No Messaging

You can view messages, but don’t try to send one. Vanguard’s Message Center isn’t fully operational.

| 1 min read
Weekly Brief

From Middle East Tensions to Vanguard’s Big Reorg

Don’t trade headlines | Vanguard to split stock index team | Portfolio Managers reassigned ahead of split | Reporting stale prices

| 6 min read
IVA Research

Simple is Smart—But Is It Enough?

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are a great place to begin your investment journey—I’ll help you use them better.

| 16 min read
Quick Take

Two Indexing Teams, One Vanguard

Vanguard’s split creates rival indexing teams under one roof. Can it hold costs down while keeping its edge?

| 4 min read