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IVA QUICK TAKE | Vanguard Plans Another Active Bond ETF
Vanguard plans to launch another actively managed bond ETF—Short Duration Bond ETF.
Bond Funds Own Bonds | Bonds 101
Have you ever wondered whether it's better to buy your own bonds or to invest in a bond mutual fund? Are you unsure whether you should be buying a taxable and a tax-free bond fund? This week, I'll help you answer those questions.
Fed’s Finger on the Button
The Fed is worried about inflation | Housing market slowdown | Short-Term Tax-Exempt Bond ETF launch | Backlash for backing out of the NZAM | Distributions ahead
Trade-Offs in Action | Bonds 101
“Jeff, how do you balance the trade-offs when allocating to bonds in your own account and in the Model Portfolios?” I saw many versions of that question come in from subscribers after I shared the latest installment of the Bonds 101 series, Balancing Trade-Offs. So, before moving on to some
Europe In the Lead?
Hello, this is Jeff DeMaso with the IVA Weekly Brief for Wednesday, March 1st. There are no changes recommended for any of our Portfolios. To investors’ dismay, stocks and bonds fell together in February. While that seems like a repeat of 2022's market, I explained in the Monthly
2022's Doppelgänger
MARCH 2023 | Good news is once again back news in the market. A reminder not to judge a fund by its cover. Plus, an article roundup, a mea culpa and the IVA Factor Tracker.
PRIMECAP at 40: Has This Outperformer Lost Its Edge?
Celebrating 40 years at PRIMECAP while asking if it’s still a buy.
Vanguard: ”Don’t call us, we’ll …”
Vanguard has threatened to terminate accounts of investors they feel call too often. Is this any way to run an investment company?
Vanguard and The Vanguard Group are service marks of The Vanguard Group, Inc. We are not affiliated in any way with The Vanguard Group and receive no compensation from The Vanguard Group, Inc.
Hi, I’m Jeff DeMaso.
Welcome to the Independent Vanguard Adviser.
I’ve been a Vanguard investor for over a decade, co-editing the leading newsletter on Vanguard funds and ETFs. I’m a big Vanguard fan, but they are not perfect (nobody is). I’ll tell you the good and the bad when it comes to Vanguard.
Over two decades while working at a multi-billion-dollar investment firm, I held titles of intern to CIO (and everything in between). I’ve seen investors make avoidable mistakes time and time again. I aim to share the investment insights and advice I want my family and friends to have so that you can make meaningful investments for yours.
When investing, I believe in simplicity, diversification and spending time in the market. A simple promise: My family and I will invest in the same funds I recommend to you!
When I’m not poring over Vanguard’s most recent prospectus, you can find me chasing my toddler around the playground or trying to avoid an injury while reliving the glory days on the soccer pitch.