Topic
IVA Research
A collection of 182 posts
PRIMECAP Finds Its Edge … Again
A strong 2025 reminds investors why patience with PRIMECAP still pays.
| 14 min read
Cheap, Clean, and Unproven: A Closer Look at Vanguard’s First Active Stock ETFs
The new Wellington-run ETFs offer competitive (but not standout) pricing and tax-friendly wrappers—but the strategies still need to earn their keep.
| 11 min read
Vanguard’s Official Capital Gain Estimates: 2025
What you need to know to navigate 2025’s year-end cap gain distributions.
| 16 min read
How (and When) to Get Off the Sidelines
MAILBAG | Should you invest your lump sum today or average in over time? History versus human nature. What’s right?
| 7 min read
You Can’t Outrun Taxes—But You Can Manage Them
ETFs and index funds don’t erase your tax bill; they just let you decide when to pay it. Here’s how distributions and timing shape what you actually take home.
| 14 min read
Capital Gains Sneak Peek: 2025
Capital gains season is shaping up to be costly for many Vanguard investors. Plan ahead with this early read.
| 11 min read