Jeff DeMaso, CFA

Jeffrey DeMaso, CFA, editor of Independent Vanguard Adviser, Brooklyn, New York. He previously was director of research for ­Adviser Investments, a wealth-management firm with more than $6 billion in assets. IndependentVanguardAdviser.com

How Much Should You Allocate to Foreign Stocks?

How Much Should You Allocate to Foreign Stocks?

Jeff DeMaso, CFA | September 9, 2023

Before choosing the best foreign stocks, funds or ETFs to invest in, you need to decide how much of your…

Mutual Fund Loyalty Program
Mutual Funds & ETFs

Mutual Fund Loyalty Program

Jeff DeMaso, CFA | June 1, 2021

A new breed of mutual fund automatically lowers its expense ratio if you hold it for multiple years. Is it worth investing in?