IVA Research
A collection of 181 posts
Cheap, Clean, and Unproven: A Closer Look at Vanguard’s First Active Stock ETFs
The new Wellington-run ETFs offer competitive (but not standout) pricing and tax-friendly wrappers—but the strategies still need to earn their keep.
Vanguard’s Official Capital Gain Estimates: 2025
What you need to know to navigate 2025’s year-end cap gain distributions.
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.