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IVA Research

A collection of 192 posts

IVA Research

Upping the Limit: 2026

Updating the 2026 contribution limits for retirement accounts.

| 13 min read
IVA Research

Vanguard’s Market Call Comes With an Asterisk

MAILBAG | Vanguard’s latest outlook flips the classic portfolio on its head—but history, humility, and diversification still matter.

| 8 min read
IVA Research

My 2025 Scorecard

Grading my 2025 Outlook: I got the big economic call right, correctly anticipated the bull market’s staying power and stuck with foreign stocks. My forecasts for market leadership and bonds were more mixed.

| 7 min read
IVA Research

Compounding Through the Noise

2025 MARKET REVIEW: How investors were rewarded for staying disciplined as leadership broadened beyond AI.

| 11 min read
IVA Research

2025 Month-By-Month: Eventful but Profitable

The IVA 2025 Month-By-Month Review.

| 9 min read
IVA Research

Investing Beyond the AI Hype

2026 OUTLOOK | The market’s baseline is growth—but in an AI-driven, fully-priced world, diversification matters more than ever.

| 15 min read