Jeffrey DeMaso, CFA

Jeffrey DeMaso, CFA, editor of Independent Vanguard Adviser, Brooklyn, New York. He previously was director of research for ­Adviser Investments, which has since rebranded as RWA Wealth PartnersIndependentVanguardAdviser.com

How Much Should You Allocate to Foreign Stocks?

How Much Should You Allocate to Foreign Stocks?

Jeffrey 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

Jeffrey 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?