Topic

Investing 101

A collection of 52 posts

IVA Research

Nearly Back in the Black—But That's Not the Point

Total Bond Market Index is closing in on a full recovery. But its comeback matters less than what its yield is telling you about the decade ahead.

| 6 min read
IVA Research

529 Plans: Older and Wiser

From Roth rollovers to new qualified expenses, here’s what investors need to know before using a 529 plan.

| 9 min read
IVA Research

Growth vs. Value: A Debate Without a Winner

The real-world data doesn't settle the growth-versus-value debate—and neither do the academics.

| 8 min read
IVA Research

Small Stocks Were Supposed to Win

Academic research says smaller companies should outperform over time. Thirty-five years of Vanguard fund returns tell a more complicated story.

| 5 min read
IVA Research

Stocks Are Expensive. Now What?

MAILBAG | The CAPE ratio of stock valuations is flashing warning signs—but history shows it’s more useful for setting expectations than timing the market.

| 4 min read
IVA Research

Give Now, Invest First, Decide Later

Vanguard’s Charitable Endowment Program lets you take a tax break today while investing for future donations—but once your money is in, how you invest it will determine how much you actually have to give.

| 16 min read