Jeff DeMaso, Chartered Financial Analyst® (CFA®) partners with Dan Wiener to write The Independent Adviser for Vanguard Investors newsletter, as well as the Independent Guide to the Vanguard Funds, a reference book profiling each of Vanguard's mutual funds, ETFs, and annuities (both publications are unaffiliated with Adviser Investments). Mr. DeMaso also leads the analyst team as director of research for Adviser Investments, helping to oversee more than $5 billion in assets under management.
Join Jeff DeMaso for this in-depth session, where he provides his expert insights on the massive Malvern, PA fund provider and what's happening behind the scenes. If you own or are considering buying Vanguard funds, you won't want to miss it.
Trying to square a spreading pandemic and faltering economy with a rising stock market? Join Jeff DeMaso as he dives into the factors at play in the current environment, where we might go from here, and the risks and opportunities for investors like you along the way. This is your chance to hearMr. DeMaso's valuable guidance on how you can build a better portfolio for today's—and tomorrow's—markets.
How many times have you heard that indexing beats active—or that you should automatically rebalance your portfolio every year? Investors are bombarded with rules of thumb like these that attempt to simplify a complex discipline. But are these bits of wisdom really good advice? Using Vanguard funds, Jeff DeMaso will review some of these investing truths to reveal which are myths, misconceptions or simply wrong.
Vanguard stands alone in the mutual fund industry. With over $4 trillion in assets, Vanguard is the largest mutual fund company. It is also the only one that is owned by the shareholders of its funds-you and me. Though we are owners, that doesn't mean Vanguard tells us everything. I'm here to pull back the curtain on some of things Vanguard's not saying.