Topic
IVA Research
A collection of 202 posts
Gifting a Roth IRA: 2026
Jumpstart a young person’s retirement by opening (or adding to) a Roth IRA.
| 7 min read
Tremblant Takes the Wheel at MidCap Growth
INTERVIEW — My exclusive conversation with MidCap Growth’s new co-managers from Tremblant Capital—Brett Barakett and Michael Cling.
| 22 min read
Two Alternatives, One Problem
FUNDS FOCUS — ALTERNATIVES | A closer look at Market Neutral and Commodity Strategy—and why neither builds wealth the way stocks do.
| 10 min read
Vanguard’s Target-Maturity Bond ETFs: Useful Tools, Limited Uses
Low fees and a familiar playbook could help Vanguard win assets—but these funds solve specific problems and won’t replace traditional bond funds.
| 6 min read
Should You Tilt Foreign Stocks Toward Growth or Value?
A new pair of international ETFs revives an old debate: growth, value—or neither?
| 8 min read
Eating My Own Cooking: 2026
An annual look at Jeff’s personal long-term investment portfolio.
| 6 min read