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 Partners. IndependentVanguardAdviser.com

Articles by this author

Investing

Best Vanguard Mutual Funds

Jeffrey DeMaso, CFA | November 22, 2024

You probably know the Vanguard Group for its lineup of index funds that passively track major indices like the S&P 500…or its target-date retirement funds,...

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 overall equity portfolio to allocate...

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?