IVA Research
A collection of 220 posts
Why PRIMECAP Looks Like a Momentum Fund (But Isn't)
How one stock PRIMECAP bought in 1998 turned into the fund's biggest position—and its biggest headache.
Nearly Back in the Black—But That's Not the Point
Total Bond Market Index is closing in on a full recovery. But its comeback matters less than what its yield is telling you about the decade ahead.
How Much Could a Trump Account Be Worth?
The new retirement savings accounts for kids launched July 4—here's what the numbers reveal about how to actually use one.
College Isn't Retirement
Investing toward a fixed deadline is a different challenge than investing through an open-ended retirement. Here’s how to invest when the clock—and the tuition bill—are already ticking.
529 Plans: What's in the Toolbox
From individual funds to a Target Enrollment series, here's what Vanguard puts in your hands—and what to make of it.
529 Plans: Older and Wiser
From Roth rollovers to new qualified expenses, here’s what investors need to know before using a 529 plan.