Cls's The Weighing Machine

Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds

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Sinopsis

Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also served as Portfolio Manager, Director of Research and the interim CIO at Adviser Investments, LLC—a leading investment advisory firm. He has been quoted in Forbes, The Wall Street Journal, Barron’s, InvestmentNews and Kiplinger, to name a few. Citywire named him a Rising Star of manager research in 2019. Jeff graduated magna cum laude from Tufts University with a B.A. in economics in 2006 and holds the Chartered Financial Analyst designation.Key Takeaways[04:32] - Jeff’s  professional background and how he transitioned into his full-time role at IVA[07:27] - Learn more about The Independent Vanguard Adviser and how they hope to serve their readers[09:20] - What is Jeff’s market outlook for the coming year?[12:23] - Why does Vanguard have an international slant and does Jeff ag