Jeff DeMaso

327 posts

IVA Research

Nibbling Around the Edges: 2024

Is the manager of your mutual fund invested alongside you?

| 9 min read
Weekly Brief

The Fed Moves; Traders Jump

The Fed (finally) lowers interest rates | Bonds over stocks? | Ascensus fumble | Distributions ahead

| 7 min read
IVA Research

Check Your Expectations

FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | Evaluating Vanguard options for your portfolio’s growth engine.

| 24 min read
Weekly Brief

Optimists Triumph

Time in the market prevails | Earnings drive stock prices | Inflation check in | Vanguard adds to the noise

| 4 min read
IVA Research

Exceptional International Growth

INTERVIEW — My exclusive conversation with Baillie Gifford’s Thomas Coutts, portfolio manager on International Growth.

| 28 min read
Weekly Brief

September’s Stumbling Start

Markets stumble to start September | Zweig reminds us about snake oil | Digital Advice’s minimum drops | Vanguard charges fees in error

| 4 min read