Topic

Investing 101

A collection of 54 posts

IVA Research

A Bad Trade, Even If Nothing Goes Wrong

Junk bonds are paying close to the smallest yield premium over Treasurys in three decades. Here's why I'm passing—and what I own instead.

| 13 min read
Weekly Brief

Bogle’s Folly at 50

The index fund turns 50 | Why compounding wasn't easy money| Vanguard finally offers a transfer lock | Vanguard acquires Altruist

| 6 min read
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