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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.
Liquidity or Assets, Which Came First?
All things equal, does a lower share price for an ETF mean the ETF will attract more assets? Vanguard must hope so. The company recently announced that they’ll execute a 2-for-1 share split for six ETFs on March 14, 2023. The six ETFs track S&P’s mid-cap
When Good News is Bad News
Good economic data has trader worried | Municipal money market yield update |
Bond Basics | Bonds 101
For many investors, I’m sure it feels as if your life-preserver sprung an irreparable leak last year as the bond market imploded. Bonds have almost always been synonymous with the “safe” part of a balanced portfolio, and yet, their prices have been on an almost relentless decline for the
Vanguard Shuffles Index Fund Managers
Does it matter who (specifically) is managing your index fund? Or is it just enough to know that Vanguard or, say, BlackRock and its iShares division, is managing the fund? Vanguard seems to take the view that it’s the firm, not the individual manager that counts. Or at least,
Inflation and Sales on Trend. Vanguard Goes Back to Basics.
Hello, this is Jeff DeMaso with the IVA Weekly Brief for Wednesday, February 15th. There are no changes recommended for any of our Portfolios. What’s my quick market commentary given that we’re only 6 weeks into the new year? Growth is beating value, but the divergence is (much)
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.