IVA Research
A collection of 179 posts
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?
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.
Capital Gains Sneak Peek: 2025
Capital gains season is shaping up to be costly for many Vanguard investors. Plan ahead with this early read.
When a Great Fund Stumbles: Stay the Course or Move on?
Every active fund faces moments of doubt from shareholders. For Dividend Growth, that moment is now. I weigh the fund’s legacy, leadership transition and the case for staying or moving on.
Should You Stick with Dividend Growth? Peter Fisher Makes the Case
INTERVIEW — My exclusive conversation with Wellington’s Peter Fisher, portfolio manager on Dividend Growth
Lunch Time in the Board Room: 2025
Are Vanguard’s Board of Trustees eating their own cooking—investing alongside the shareholders they represent?