Topic

IVA Research

A collection of 158 posts

IVA Research

Life-Cycle Funds: Simple, Not One-Size-Fits-All

FUNDS FOCUS – Life-Cycle | Investing doesn’t need to be complicated, but one size doesn’t fit all.

| 18 min read
IVA Research

Will Vanguard Active Funds Add ETF Shares?

MAILBAG | My take on the dual mutual fund–ETF share class structure.

| 13 min read
IVA Research

Do You Really Need “Private” Investments?

Just because you can invest in “alternative” or “private” investments doesn’t mean you should.

| 24 min read
IVA Research

Do Low Brackets Mean Lesser Worries? And What Just Happened to Munis?

MAILBAG | Should low-tax bracket investors even worry about taxes? What the heck happened in the municipal bond market?

| 9 min read
IVA Research

Clearing the After-Tax Hurdle

How do IVA Portfolio holdings stack up after taxes?

| 15 min read
IVA Research

Active Funds and Taxes: A Losing Combo?

Can active funds outperform after taxes?

| 14 min read