Topic

Investing 101

A collection of 48 posts

IVA Research

Compounding Takes Time

For compounding to work, you’ve got give it fuel (in the form of savings) and time. Those two simple ingredients can yield powerful results.

| 4 min read
IVA Research

What Kind of Investor Are You?

How much should I allocate to stocks versus bonds versus cash? It’s a fundamental question most investors spend too little time on. Here’s how to find the answer that is right for you.

| 16 min read
IVA Research

Can Active Funds Clear the Tax Hurdle?

Index funds have become most investors’ default investment option for at least a couple of good reasons, including low tax exposure. But that doesn’t mean you should abandon active funds—some managers have delivered index-fund-beating returns even after taxes are accounted for.

| 18 min read
IVA Research

Avoiding Tax Bombs

Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.

| 12 min read
IVA Research

Muni Bonds 101

There’s more to municipal bonds than just tax-free income. Before analyzing Vanguard’s tax-exempt bond funds—which are among the best around—let’s discuss the municipal bond market basics.

| 14 min read
IVA Research

Give Bonds Time | Bonds 101

Yes, rising interest rates knocked the stuffing out of bonds last year. But, if given time, bonds will recover. More than that, today's higher interest rates are a good thing for bond investors. It's inflation the fixed-income investor should fear.

| 12 min read