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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.
Jeff DeMaso
Adviser Investments,
Director of Research
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.
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