Jeff DeMaso

312 posts

IVA Research

Giving Today and Tomorrow

Vanguard’s Charitable Endowment Program allows you to take a tax benefit today while giving over time.

| 26 min read
Weekly Brief

The S&P 500 Is Leading Today, But Will It Lead Tomorrow?

Market milestones | The S&P doesn’t always win | Welcome, Salim | Awais Khan turns up at abdrn | Distribution timing

| 4 min read
IVA Research

Vanguard’s Profit-Sharing Stalls Out

Vanguard’s profit-sharing plan, the Partnership Plan, gives its C-suiters multi-million-dollar paydays with little transparency.

| 5 min read
Monthly Recap

Half Right, Half Wrong

JULY 2024 | Halfway through the year, I’m still waiting for a stock market turning point. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.

| 11 min read
Weekly Brief

A Glimpse of the Next Cycle

NVIDIA stumbles | Identifying funds for a different cycle | Turn down the election noise | Money Life podcast | Vanguard’s website goes down

| 4 min read
IVA Research

Is This Core Fund Built to Last?

INTERVIEW — My exclusive conversation with International Core Stock’s co-managers—Kenny Abrams, Halsey Morris and Anna Lundén—and why I’m sticking with the fund even though Abrams is retiring.

| 17 min read